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 | $229,333 | $81,460+181.5% | $103,333+121.9% | $80,856+183.6% |
| Participation rate | 46.8% | 66.8%-20.0pp | 74.5%-27.7pp | 67.6%-20.8pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $191 | $3,105-93.8% | $3,868-95.1% | $2,755-93.1% |
| Participant deferral / active EE | $3,682 | $3,869-4.8% | $5,057-27.2% | $4,296-14.3% |
| Admin fee / account holder | $36,033 | $6,566+448.7% | $8,355+331.3% | $6,918+420.9% |