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 | $185,129 | $65,041+184.6% | $90,951+103.5% | $79,858+131.8% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.0%-15.9pp | 69.6%-16.6pp |
| Annual return | 15.24% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,239 | $2,512+28.9% | $3,373-4.0% | $3,740-13.4% |
| Admin fee / account holder | $36,178 | $4,536+697.6% | $5,959+507.2% | $5,306+581.8% |