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 | $131,379 | $67,894+93.5% | $89,340+47.1% | $82,448+59.3% |
| Participation rate | 33.3% | 64.0%-30.7pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 14.63% | 19.21%-4.6pp | 20.57%-5.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,083 | $3,072-32.2% | $3,823-45.5% | $4,139-49.7% |
| Admin fee / account holder | $40,439 | $5,723+606.6% | $6,704+503.2% | $7,234+459.0% |