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 | $155,007 | $95,561+62.2% | $77,163+100.9% | $139,434+11.2% |
| Participation rate | 42.9% | 73.9%-31.1pp | 69.6%-26.7pp | 80.3%-37.5pp |
| Annual return | 14.03% | 54.92%-40.9pp | 37.87%-23.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,196 | $4,624-52.5% | $3,833-42.7% | $6,710-67.3% |
| Admin fee / account holder | $11,418 | $8,295+37.7% | $5,472+108.7% | $11,403+0.1% |