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 | $89,635 | $57,354+56.3% | $83,848+6.9% | $64,186+39.6% |
| Participation rate | 30.0% | 68.6%-38.6pp | 76.1%-46.1pp | 69.6%-39.6pp |
| Annual return | 5.73% | 11.38%-5.7pp | 850.88%-845.1pp | 7.63%-1.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,596 | $2,993-46.7% | $4,082-60.9% | $3,470-54.0% |
| Admin fee / account holder | $12,716 | $4,046+214.3% | $5,478+132.1% | $4,888+160.1% |