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 | $146,850 | $110,261+33.2% | $95,745+53.4% | $139,434+5.3% |
| Participation rate | 64.3% | 75.8%-11.5pp | 72.3%-8.0pp | 80.3%-16.0pp |
| Annual return | 26.62% | 27.11%-0.5pp | 28.35%-1.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,073 | $4,676+136.8% | $4,245+160.9% | $6,710+65.0% |
| Admin fee / account holder | $1,794 | $6,613-72.9% | $5,678-68.4% | $11,403-84.3% |