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 | $173,869 | $99,918+74.0% | $81,382+113.6% | $145,922+19.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 12.70% | 34.32%-21.6pp | 24.73%-12.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,189 | $4,605-52.5% | $3,883-43.6% | $6,688-67.3% |
| Admin fee / account holder | $5,037 | $8,212-38.7% | $5,768-12.7% | $13,397-62.4% |