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 | $149,293 | $85,202+75.2% | $172,739-13.6% | $72,985+104.6% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-7.9pp |
| Annual return | 21.03% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,102 | $3,260+56.5% | $5,198-1.8% | $3,607+41.4% |
| Admin fee / account holder | $5,292 | $5,884-10.1% | $13,954-62.1% | $5,124+3.3% |