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 | $153,701 | $178,174-13.7% | $156,181-1.6% | $137,256+12.0% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 22.68% | 84.19%-61.5pp | 64.87%-42.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,854 | $6,888+43.1% | $6,132+60.7% | $6,407+53.8% |
| Admin fee / account holder | $45,189 | $17,404+159.6% | $14,586+209.8% | $12,270+268.3% |