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 | $133,638 | $39,122+241.6% | $57,179+133.7% | $62,891+112.5% |
| Participation rate | 40.5% | 70.5%-30.0pp | 75.3%-34.8pp | 69.3%-28.8pp |
| Annual return | 8.34% | 9.23%-0.9pp | 14.59%-6.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,929 | $2,374+23.4% | $3,096-5.4% | $3,203-8.6% |
| Admin fee / account holder | $39,388 | $2,592+1419.6% | $3,139+1154.8% | $4,296+816.9% |