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 | $183,507 | $76,367+140.3% | $93,606+96.0% | $72,985+151.4% |
| Participation rate | 51.2% | 71.7%-20.6pp | 75.8%-24.7pp | 69.5%-18.3pp |
| Annual return | 27.49% | 25.82%+1.7pp | 32.76%-5.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,906 | $3,538+38.7% | $4,069+20.6% | $3,607+36.0% |
| Admin fee / account holder | $17,216 | $6,838+151.8% | $7,888+118.2% | $5,124+236.0% |