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 | $185,735 | $102,605+81.0% | $145,661+27.5% | $84,808+119.0% |
| Participation rate | 66.1% | 74.3%-8.2pp | 77.2%-11.1pp | 68.3%-2.2pp |
| Annual return | 16.96% | 26.50%-9.5pp | 101.46%-84.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,273 | $5,750+96.0% | $7,198+56.6% | $4,212+167.7% |
| Admin fee / account holder | $9,372 | $8,758+7.0% | $12,466-24.8% | $7,344+27.6% |