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 | $98,163 | $215,361-54.4% | $171,082-42.6% | $273,961-64.2% |
| Participation rate | 31.8% | 82.0%-50.2pp | 76.7%-44.9pp | 83.0%-51.2pp |
| Annual return | 3.88% | 25.14%-21.3pp | 32.56%-28.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,276 | $5,543-40.9% | $4,797-31.7% | $5,287-38.0% |
| Admin fee / account holder | $26,653 | $10,846+145.7% | $8,520+212.8% | $10,132+163.1% |