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 | $218,890 | $68,719+218.5% | $91,541+139.1% | $84,808+158.1% |
| Participation rate | 45.2% | 64.5%-19.3pp | 69.8%-24.6pp | 68.3%-23.1pp |
| Annual return | 16.40% | 19.12%-2.7pp | 20.50%-4.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,632 | $3,136+175.3% | $4,008+115.4% | $4,212+105.0% |
| Admin fee / account holder | $19,275 | $5,786+233.1% | $6,956+177.1% | $7,344+162.5% |