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 | $142,610 | $64,480+121.2% | $81,382+75.2% | $80,856+76.4% |
| Participation rate | 44.4% | 63.9%-19.4pp | 69.5%-25.0pp | 67.6%-23.2pp |
| Annual return | 14.13% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,298 | $3,094+6.6% | $3,883-15.1% | $4,296-23.2% |
| Admin fee / account holder | $47,164 | $5,671+731.7% | $5,768+717.6% | $6,918+581.8% |