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 | $213,931 | $59,101+262.0% | $77,163+177.2% | $75,163+184.6% |
| Participation rate | 44.3% | 63.9%-19.6pp | 69.6%-25.3pp | 67.2%-22.9pp |
| Annual return | 20.35% | 26.71%-6.4pp | 37.87%-17.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,979 | $2,999+32.7% | $3,833+3.8% | $4,125-3.5% |
| Admin fee / account holder | $20,521 | $4,774+329.8% | $5,472+275.0% | $5,651+263.1% |