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 | $168,829 | $77,419+118.1% | $69,455+143.1% | $152,861+10.4% |
| Participation rate | 54.5% | 78.1%-23.6pp | 74.6%-20.1pp | 82.4%-27.9pp |
| Annual return | 17.41% | 39.06%-21.7pp | 28.97%-11.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,256 | $4,414+41.7% | $3,535+76.9% | $5,850+6.9% |
| Admin fee / account holder | $139,276 | $6,207+2143.9% | $3,839+3527.6% | $11,596+1101.0% |