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 | $179,883 | $154,117+16.7% | $129,995+38.4% | $139,434+29.0% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.5%-33.5pp | 80.3%-35.3pp |
| Annual return | 16.80% | 32.48%-15.7pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,839 | $6,710-57.7% | $5,820-51.2% | $6,710-57.7% |
| Admin fee / account holder | $16,516 | $14,007+17.9% | $10,614+55.6% | $11,403+44.8% |