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 | $129,979 | $76,552+69.8% | $123,892+4.9% | $62,891+106.7% |
| Participation rate | 42.3% | 73.0%-30.7pp | 81.4%-39.1pp | 69.3%-27.0pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,531 | $4,840+14.3% | $5,984-7.6% | $3,203+72.7% |
| Admin fee / account holder | $1,355 | $4,826-71.9% | $8,357-83.8% | $4,296-68.4% |