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 | $216,252 | $123,793+74.7% | $177,821+21.6% | $79,858+170.8% |
| Participation rate | 56.4% | 84.7%-28.3pp | 87.7%-31.4pp | 69.6%-13.3pp |
| Annual return | 20.74% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,635 | $5,956+11.4% | $7,714-14.0% | $3,740+77.4% |
| Admin fee / account holder | $5,726 | $7,243-20.9% | $12,427-53.9% | $5,306+7.9% |