See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,619 | $60,892+147.4% | $82,389+82.8% | $84,808+77.6% |
| Participation rate | 15.6% | 63.3%-47.6pp | 69.5%-53.9pp | 68.3%-52.7pp |
| Annual return | 14.57% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,208 | $3,179-62.0% | $4,155-70.9% | $4,212-71.3% |
| Admin fee / account holder | $64,801 | $5,467+1085.2% | $7,231+796.2% | $7,344+782.4% |