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 | $179,384 | $176,812+1.5% | $146,665+22.3% | $167,490+7.1% |
| Participation rate | 61.1% | 83.6%-22.5pp | 80.1%-19.0pp | 82.1%-21.0pp |
| Annual return | 15.92% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,883 | $6,440-8.6% | $5,506+6.9% | $6,341-7.2% |
| Admin fee / account holder | $5,464 | $13,259-58.8% | $10,280-46.8% | $12,309-55.6% |