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 | $173,659 | $98,750+75.9% | $149,696+16.0% | $79,858+117.5% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.0pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,620 | $5,680+16.5% | $6,842-3.2% | $3,740+77.0% |
| Admin fee / account holder | $3,267 | $6,053-46.0% | $9,309-64.9% | $5,306-38.4% |