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 | $128,782 | $88,707+45.2% | $74,183+73.6% | $273,961-53.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.58% | 11.94%-7.4pp | 17.74%-13.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $241 | $3,159-92.4% | $2,370-89.8% | $4,869-95.1% |
| Participant deferral / active EE | $2,410 | $4,212-42.8% | $3,550-32.1% | $5,287-54.4% |
| Admin fee / account holder | $83,381 | $8,717+856.6% | $5,586+1392.8% | $10,132+723.0% |