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 | $173,051 | $79,184+118.5% | $102,438+68.9% | $74,546+132.1% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.2pp |
| Annual return | 16.66% | 54.95%-38.3pp | 29.37%-12.7pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,560 | $4,414+3.3% | $5,054-9.8% | $4,347+4.9% |
| Admin fee / account holder | $4,921 | $2,001+145.9% | $9,448-47.9% | $1,944+153.2% |