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 | $240,383 | $93,571+156.9% | $135,903+76.9% | $75,163+219.8% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.4pp | 67.2%-6.7pp |
| Annual return | 23.06% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,088 | $6,404+26.3% | $7,758+4.2% | $4,125+96.1% |
| Admin fee / account holder | $27,415 | $6,975+293.0% | $10,762+154.7% | $5,651+385.1% |