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 | $239,331 | $78,422+205.2% | $95,952+149.4% | $79,858+199.7% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 11.14% | 19.37%-8.2pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,837 | $3,440-46.6% | $4,167-55.9% | $3,740-50.9% |
| Admin fee / account holder | $36,412 | $5,622+547.7% | $6,795+435.8% | $5,306+586.2% |