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 | $191,548 | $65,395+192.9% | $182,532+4.9% | $72,985+162.4% |
| Participation rate | 45.2% | 65.4%-20.3pp | 78.0%-32.8pp | 69.5%-24.3pp |
| Annual return | 19.78% | 27.68%-7.9pp | 148.54%-128.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,088 | $3,563+98.9% | $5,524+28.3% | $3,607+96.5% |
| Admin fee / account holder | $2,522 | $4,245-40.6% | $8,592-70.6% | $5,124-50.8% |