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 | $156,438 | $96,635+61.9% | $86,612+80.6% | $139,434+12.2% |
| Participation rate | 55.0% | 74.4%-19.4pp | 71.7%-16.7pp | 80.3%-25.3pp |
| Annual return | 17.63% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,351 | $4,836+52.0% | $4,438+65.7% | $6,710+9.6% |
| Admin fee / account holder | $2,258 | $6,408-64.8% | $5,614-59.8% | $11,403-80.2% |