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 | $166,643 | $58,523+184.7% | $99,443+67.6% | $72,985+128.3% |
| Participation rate | 58.3% | 64.6%-6.3pp | 73.8%-15.5pp | 69.5%-11.2pp |
| Annual return | 17.18% | 28.51%-11.3pp | 30.72%-13.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2 | $1,512-99.9% | $2,540-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $3,269 | $2,606+25.5% | $3,619-9.7% | $3,607-9.4% |
| Admin fee / account holder | $2,765 | $4,102-32.6% | $6,250-55.8% | $5,124-46.0% |