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 | $172,396 | $57,354+200.6% | $83,848+105.6% | $64,186+168.6% |
| Participation rate | 46.4% | 68.6%-22.2pp | 76.1%-29.7pp | 69.6%-23.1pp |
| Annual return | 12.51% | 11.38%+1.1pp | 850.88%-838.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,904 | $2,993+63.9% | $4,082+20.2% | $3,470+41.3% |
| Admin fee / account holder | $884 | $4,046-78.2% | $5,478-83.9% | $4,888-81.9% |