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 | $138,012 | $106,515+29.6% | $96,683+42.7% | $139,434-1.0% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.3%-28.5pp | 80.3%-34.5pp |
| Annual return | 19.29% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,824 | $5,454-29.9% | $4,878-21.6% | $6,710-43.0% |
| Admin fee / account holder | $24,567 | $7,877+211.9% | $6,730+265.1% | $11,403+115.5% |