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 | $247,099 | $127,065+94.5% | $113,168+118.3% | $142,382+73.5% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 13.64% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,414 | $5,716-5.3% | $5,107+6.0% | $6,507-16.8% |
| Admin fee / account holder | $30,813 | $15,736+95.8% | $12,068+155.3% | $12,624+144.1% |