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 | $244,694 | $109,413+123.6% | $156,263+56.6% | $84,808+188.5% |
| Participation rate | 54.3% | 72.7%-18.4pp | 78.9%-24.6pp | 68.3%-14.0pp |
| Annual return | 15.95% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,426 | $4,590-25.3% | $6,158-44.4% | $4,212-18.6% |
| Admin fee / account holder | $2,098 | $9,357-77.6% | $14,255-85.3% | $7,344-71.4% |