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 | $154,161 | $76,367+101.9% | $93,606+64.7% | $72,985+111.2% |
| Participation rate | 51.6% | 71.7%-20.1pp | 75.8%-24.2pp | 69.5%-17.9pp |
| Annual return | 39.36% | 25.82%+13.5pp | 32.76%+6.6pp | 81.00%-41.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,418 | $3,538-3.4% | $4,069-16.0% | $3,607-5.2% |
| Admin fee / account holder | $21,007 | $6,838+207.2% | $7,888+166.3% | $5,124+309.9% |