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 | $141,798 | $89,355+58.7% | $141,162+0.5% | $72,985+94.3% |
| Participation rate | 56.5% | 75.1%-18.7pp | 82.5%-26.0pp | 69.5%-13.0pp |
| Annual return | 20.08% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,287 | $5,418-2.4% | $6,709-21.2% | $3,607+46.5% |
| Admin fee / account holder | $5,039 | $5,958-15.4% | $10,261-50.9% | $5,124-1.7% |