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 | $116,031 | $84,556+37.2% | $116,228-0.2% | $74,304+56.2% |
| Participation rate | 37.1% | 66.0%-28.9pp | 74.6%-37.4pp | 60.3%-23.2pp |
| Annual return | 14.93% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,674 | $3,814-56.1% | $4,953-66.2% | $3,767-55.6% |
| Admin fee / account holder | $13,156 | $3,792+246.9% | $11,989+9.7% | $2,969+343.1% |