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 | $193,195 | $80,968+138.6% | $96,544+100.1% | $75,163+157.0% |
| Participation rate | 32.4% | 71.8%-39.3pp | 76.0%-43.5pp | 67.2%-34.8pp |
| Annual return | 16.68% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,977 | $3,928-49.7% | $4,851-59.2% | $4,125-52.1% |
| Admin fee / account holder | $10,093 | $6,724+50.1% | $8,252+22.3% | $5,651+78.6% |