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 | $150,321 | $107,452+39.9% | $91,541+64.2% | $142,382+5.6% |
| Participation rate | 57.9% | 75.1%-17.2pp | 69.8%-11.9pp | 80.1%-22.2pp |
| Annual return | 10.45% | 22.06%-11.6pp | 20.50%-10.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,614 | $4,754-45.0% | $4,008-34.8% | $6,507-59.8% |
| Admin fee / account holder | $45,536 | $8,834+415.4% | $6,956+554.6% | $12,624+260.7% |