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 | $246,379 | $99,985+146.4% | $146,665+68.0% | $85,850+187.0% |
| Participation rate | 45.6% | 73.1%-27.4pp | 80.1%-34.5pp | 69.3%-23.7pp |
| Annual return | 12.07% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,853 | $4,006+46.1% | $5,506+6.3% | $3,952+48.1% |
| Admin fee / account holder | $5,674 | $7,702-26.3% | $10,280-44.8% | $6,260-9.4% |