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 | $96,959 | $39,122+147.8% | $57,179+69.6% | $62,891+54.2% |
| Participation rate | 22.5% | 70.5%-48.0pp | 75.3%-52.8pp | 69.3%-46.8pp |
| Annual return | 5.43% | 9.23%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $893 | $2,374-62.4% | $3,096-71.2% | $3,203-72.1% |
| Admin fee / account holder | $4,527 | $2,592+74.6% | $3,139+44.2% | $4,296+5.4% |