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 | $127,385 | $66,402+91.8% | $109,895+15.9% | $85,850+48.4% |
| Participation rate | 64.0% | 63.9%+0.1pp | 74.2%-10.2pp | 69.3%-5.3pp |
| Annual return | 17.33% | 19.59%-2.3pp | 29.45%-12.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,814 | $2,842+34.2% | $4,048-5.8% | $3,952-3.5% |
| Admin fee / account holder | $1,670 | $4,557-63.4% | $6,066-72.5% | $6,260-73.3% |