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 | $119,638 | $54,541+119.4% | $78,778+51.9% | $70,131+70.6% |
| Participation rate | 41.3% | 60.8%-19.5pp | 69.2%-27.9pp | 69.5%-28.3pp |
| Annual return | 14.68% | 21.07%-6.4pp | 35.62%-20.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3 | $1,089-99.7% | $1,986-99.8% | $2,342-99.9% |
| Participant deferral / active EE | $2,073 | $2,210-6.2% | $2,958-29.9% | $3,332-37.8% |
| Admin fee / account holder | $21,119 | $3,709+469.5% | $5,134+311.4% | $4,645+354.6% |