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 | $246,081 | $74,927+228.4% | $101,794+141.7% | $84,808+190.2% |
| Participation rate | 64.9% | 61.4%+3.5pp | 69.2%-4.3pp | 68.3%-3.4pp |
| Annual return | 12.90% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,036 | $3,099+127.0% | $4,084+72.3% | $4,212+67.1% |
| Admin fee / account holder | $32,647 | $6,514+401.2% | $8,777+272.0% | $7,344+344.6% |