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 | $145,349 | $87,841+65.5% | $133,980+8.5% | $62,891+131.1% |
| Participation rate | 45.0% | 83.4%-38.4pp | 87.1%-42.1pp | 69.3%-24.3pp |
| Annual return | 9.31% | 12.05%-2.7pp | 29.30%-20.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,896 | $4,812+1.7% | $6,282-22.1% | $3,203+52.9% |
| Admin fee / account holder | $2,162 | $5,371-59.7% | $9,324-76.8% | $4,296-49.7% |