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 | $153,343 | $95,561+60.5% | $77,163+98.7% | $139,434+10.0% |
| Participation rate | 44.4% | 73.9%-29.5pp | 69.6%-25.1pp | 80.3%-35.9pp |
| Annual return | 19.42% | 54.92%-35.5pp | 37.87%-18.5pp | 372.94%-353.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,943 | $4,624+6.9% | $3,833+28.9% | $6,710-26.3% |
| Admin fee / account holder | $2,363 | $8,295-71.5% | $5,472-56.8% | $11,403-79.3% |