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 | $77,164+121.4% | $178,014-4.0% | $80,874+111.2% |
| Participation rate | 45.5% | 65.7%-20.3pp | 77.1%-31.6pp | 67.6%-22.2pp |
| Annual return | 16.17% | 18.09%-1.9pp | 294.80%-278.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,206 | $4,408-27.3% | $6,276-48.9% | $4,297-25.4% |
| Admin fee / account holder | $8,186 | $7,164+14.3% | $10,362-21.0% | $6,935+18.0% |