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 | $117,332 | $185,822-36.9% | $169,993-31.0% | $139,434-15.9% |
| Participation rate | 42.1% | 87.8%-45.7pp | 87.0%-44.9pp | 80.3%-38.2pp |
| Annual return | 17.12% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,866 | $11,622-66.7% | $10,408-62.9% | $6,710-42.4% |
| Admin fee / account holder | $74,372 | $15,381+383.5% | $12,815+480.3% | $11,403+552.2% |