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 | $132,408 | $58,577+126.0% | $83,333+58.9% | $64,186+106.3% |
| Participation rate | 54.8% | 72.0%-17.2pp | 77.8%-22.9pp | 69.6%-14.7pp |
| Annual return | -4.49% | 9.65%-14.1pp | 10.63%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,883 | $4,654+4.9% | $5,565-12.3% | $3,470+40.7% |
| Admin fee / account holder | $10,498 | $9,275+13.2% | $7,510+39.8% | $4,888+114.8% |