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 | $146,252 | $162,781-10.2% | $133,956+9.2% | $158,922-8.0% |
| Participation rate | 60.9% | 83.2%-22.4pp | 79.8%-19.0pp | 82.0%-21.1pp |
| Annual return | 20.42% | 41.94%-21.5pp | 45.09%-24.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,490 | $5,911-24.0% | $5,048-11.1% | $5,982-24.9% |
| Admin fee / account holder | $764 | $11,736-93.5% | $8,927-91.4% | $11,246-93.2% |