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 | $152,631 | $99,079+54.0% | $77,999+95.7% | $273,961-44.3% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.5%-38.7pp | 83.0%-46.2pp |
| Annual return | 6.08% | 217.93%-211.8pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,612 | $4,306-39.3% | $3,497-25.3% | $5,287-50.6% |
| Admin fee / account holder | $883 | $8,954-90.1% | $5,480-83.9% | $10,132-91.3% |