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 | $138,131 | $72,012+91.8% | $185,823-25.7% | $79,858+73.0% |
| Participation rate | 21.1% | 65.8%-44.7pp | 78.0%-57.0pp | 69.6%-48.6pp |
| Annual return | 13.05% | 23.12%-10.1pp | 35.95%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,881 | $3,779-50.2% | $5,632-66.6% | $3,740-49.7% |
| Admin fee / account holder | $2,506 | $4,513-44.5% | $9,500-73.6% | $5,306-52.8% |