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 | $145,299 | $127,777+13.7% | $106,548+36.4% | $167,490-13.2% |
| Participation rate | 63.2% | 78.3%-15.1pp | 76.1%-13.0pp | 82.1%-18.9pp |
| Annual return | 17.02% | 33.87%-16.8pp | 26.80%-9.8pp | 478.56%-461.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,517 | $5,087-50.5% | $4,398-42.8% | $6,341-60.3% |
| Admin fee / account holder | $14,096 | $11,228+25.5% | $7,407+90.3% | $12,309+14.5% |