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 | $146,915 | $84,233+74.4% | $170,442-13.8% | $70,131+109.5% |
| Participation rate | 57.4% | 70.8%-13.4pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,290 | $3,086+71.4% | $4,939+7.1% | $3,332+58.8% |
| Admin fee / account holder | $3,536 | $5,698-37.9% | $13,880-74.5% | $4,645-23.9% |