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 | $198,427 | $95,803+107.1% | $113,168+75.3% | $84,808+134.0% |
| Participation rate | 59.2% | 72.9%-13.7pp | 76.6%-17.4pp | 68.3%-9.2pp |
| Annual return | 13.29% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,548 | $4,242+54.4% | $5,107+28.2% | $4,212+55.5% |
| Admin fee / account holder | $40,347 | $8,989+348.9% | $12,068+234.3% | $7,344+449.4% |