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 | $139,903 | $49,138+184.7% | $84,015+66.5% | $65,185+114.6% |
| Participation rate | 44.7% | 60.7%-16.1pp | 69.0%-24.4pp | 70.2%-25.5pp |
| Annual return | 21.43% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,199 | $2,397-8.3% | $3,239-32.1% | $3,514-37.4% |
| Admin fee / account holder | $36,722 | $543+6658.6% | $6,101+501.9% | $847+4235.1% |