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 | $150,612 | $109,359+37.7% | $162,163-7.1% | $72,985+106.4% |
| Participation rate | 40.0% | 84.3%-44.3pp | 87.6%-47.6pp | 69.5%-29.5pp |
| Annual return | 25.22% | 25.46%-0.2pp | 115.59%-90.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,624 | $5,481+20.8% | $7,298-9.2% | $3,607+83.6% |
| Admin fee / account holder | $26,722 | $7,972+235.2% | $10,843+146.5% | $5,124+421.5% |