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 | $148,434 | $78,422+89.3% | $95,952+54.7% | $79,858+85.9% |
| Participation rate | 61.2% | 73.5%-12.3pp | 77.1%-15.8pp | 69.6%-8.4pp |
| Annual return | 13.08% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,016 | $3,440+45.8% | $4,167+20.4% | $3,740+34.1% |
| Admin fee / account holder | $8,605 | $5,622+53.1% | $6,795+26.6% | $5,306+62.2% |