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 | $79,171+118.6% | $102,423+69.0% | $74,495+132.3% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.2pp |
| Annual return | 16.66% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,560 | $4,415+3.3% | $5,053-9.7% | $4,346+4.9% |
| Admin fee / account holder | $4,921 | $2,001+145.9% | $9,451-47.9% | $1,942+153.4% |