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 | $108,827 | $71,050+53.2% | $93,606+16.3% | $80,856+34.6% |
| Participation rate | 21.1% | 60.4%-39.4pp | 68.7%-47.7pp | 67.6%-46.6pp |
| Annual return | 19.29% | 11.26%+8.0pp | 133.20%-113.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $132 | $1,564-91.6% | $2,420-94.6% | $2,755-95.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,018 | $6,945+15.5% | $8,285-3.2% | $6,918+15.9% |