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 | $195,053 | $71,050+174.5% | $93,606+108.4% | $80,856+141.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.6%-12.5pp |
| Annual return | 10.28% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,398 | $4,034-65.3% | $4,411-68.3% | $4,296-67.5% |
| Admin fee / account holder | $9,501 | $6,945+36.8% | $8,285+14.7% | $6,918+37.3% |