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 | $245,304 | $81,248+201.9% | $155,509+57.7% | $80,856+203.4% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.1pp | 67.6%-39.6pp |
| Annual return | 17.50% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,449 | $3,452-29.1% | $5,626-56.5% | $4,296-43.0% |
| Admin fee / account holder | $48,999 | $7,997+512.7% | $15,912+207.9% | $6,918+608.3% |