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 | $113,741 | $86,944+30.8% | $107,525+5.8% | $74,304+53.1% |
| Participation rate | 46.2% | 59.6%-13.4pp | 75.1%-28.9pp | 60.3%-14.2pp |
| Annual return | 17.77% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | -$0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,993 | $3,554-15.8% | $5,116-41.5% | $3,767-20.6% |
| Admin fee / account holder | $19,645 | $3,727+427.2% | $8,919+120.3% | $2,969+561.7% |