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 | $195,160 | $67,411+189.5% | $91,001+114.5% | $70,131+178.3% |
| Participation rate | 48.3% | 71.4%-23.0pp | 75.6%-27.3pp | 69.5%-21.2pp |
| Annual return | 19.08% | -40.16%+59.2pp | 4.60%+14.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,748 | $2,823+103.6% | $3,547+62.0% | $3,332+72.5% |
| Admin fee / account holder | $12,383 | $4,236+192.3% | $5,417+128.6% | $4,645+166.6% |