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 | $131,203 | $87,870+49.3% | $113,168+15.9% | $74,304+76.6% |
| Participation rate | 35.0% | 70.7%-35.7pp | 76.6%-41.5pp | 60.3%-25.3pp |
| Annual return | 14.16% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,259 | $4,241-46.7% | $5,107-55.8% | $3,767-40.0% |
| Admin fee / account holder | $16,082 | $3,368+377.5% | $12,068+33.3% | $2,969+441.7% |