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 | $107,776 | $72,277+49.1% | $101,248+6.4% | $79,858+35.0% |
| Participation rate | 38.2% | 68.5%-30.2pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 12.31% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,888 | $3,282-12.0% | $4,370-33.9% | $3,740-22.8% |
| Admin fee / account holder | $32,610 | $4,400+641.1% | $5,945+448.5% | $5,306+514.5% |