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 | $110,181 | $124,425-11.4% | $112,040-1.7% | $137,256-19.7% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 15.12% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,547 | $5,718-55.5% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $25,418 | $15,207+67.2% | $12,098+110.1% | $12,270+107.2% |