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 | $172,036 | $123,793+39.0% | $177,821-3.3% | $79,858+115.4% |
| Participation rate | 57.1% | 84.7%-27.5pp | 87.7%-30.6pp | 69.6%-12.5pp |
| Annual return | 16.95% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,252 | $5,956-45.4% | $7,714-57.8% | $3,740-13.0% |
| Admin fee / account holder | $3,582 | $7,243-50.5% | $12,427-71.2% | $5,306-32.5% |