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 | $115,703 | $126,574-8.6% | $106,213+8.9% | $145,922-20.7% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 10.05% | 224.79%-214.7pp | 116.14%-106.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,207 | $5,724-44.0% | $5,016-36.1% | $6,688-52.1% |
| Admin fee / account holder | $163,124 | $17,304+842.7% | $11,033+1378.5% | $13,397+1117.6% |