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 | $186,736 | $109,359+70.8% | $162,163+15.2% | $72,985+155.9% |
| Participation rate | 43.1% | 84.3%-41.2pp | 87.6%-44.5pp | 69.5%-26.4pp |
| Annual return | 26.61% | 25.46%+1.2pp | 115.59%-89.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,147 | $5,481-6.1% | $7,298-29.5% | $3,607+42.7% |
| Admin fee / account holder | $669 | $7,972-91.6% | $10,843-93.8% | $5,124-87.0% |