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 | $128,607 | $56,897+126.0% | $84,750+51.7% | $62,891+104.5% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 6.11% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,613 | $2,709+33.4% | $3,712-2.6% | $3,203+12.8% |
| Admin fee / account holder | $19,247 | $3,581+437.5% | $5,332+261.0% | $4,296+348.1% |