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 | $101,600 | $63,346+60.4% | $92,233+10.2% | $70,131+44.9% |
| Participation rate | 36.6% | 68.7%-32.1pp | 76.5%-39.9pp | 69.5%-33.0pp |
| Annual return | 14.90% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,473 | $2,854-13.4% | $3,897-36.5% | $3,332-25.8% |
| Admin fee / account holder | $12,568 | $3,840+227.3% | $5,194+142.0% | $4,645+170.5% |