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 | $205,576 | $72,012+185.5% | $185,823+10.6% | $79,858+157.4% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 15.92% | 23.12%-7.2pp | 35.95%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,790 | $3,779+106.1% | $5,632+38.3% | $3,740+108.3% |
| Admin fee / account holder | $35,927 | $4,513+696.2% | $9,500+278.2% | $5,306+577.1% |