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 | $104,841 | $65,365+60.4% | $92,893+12.9% | $72,985+43.6% |
| Participation rate | 38.5% | 68.3%-29.9pp | 76.0%-37.5pp | 69.5%-31.0pp |
| Annual return | 21.47% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,058 | $3,128-2.3% | $4,236-27.8% | $3,607-15.2% |
| Admin fee / account holder | $13,999 | $4,251+229.3% | $5,794+141.6% | $5,124+173.2% |