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 | $136,182 | $94,625+43.9% | $116,228+17.2% | $84,808+60.6% |
| Participation rate | 32.4% | 70.4%-38.1pp | 74.6%-42.2pp | 68.3%-36.0pp |
| Annual return | 13.97% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,806 | $3,972-29.3% | $4,953-43.3% | $4,212-33.4% |
| Admin fee / account holder | $37,739 | $10,091+274.0% | $11,989+214.8% | $7,344+413.9% |