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 | $182,628 | $91,552+99.5% | $133,956+36.3% | $79,858+128.7% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.1pp |
| Annual return | 21.95% | 61.85%-39.9pp | 45.09%-23.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,771 | $3,733+54.6% | $5,048+14.3% | $3,740+54.3% |
| Admin fee / account holder | $1,832 | $6,321-71.0% | $8,927-79.5% | $5,306-65.5% |