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 | $170,840 | $77,314+121.0% | $177,989-4.0% | $80,856+111.3% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.6pp | 67.6%-22.2pp |
| Annual return | 16.17% | 18.09%-1.9pp | 294.48%-278.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,206 | $4,411-27.3% | $6,276-48.9% | $4,296-25.4% |
| Admin fee / account holder | $8,186 | $7,191+13.8% | $10,363-21.0% | $6,918+18.3% |