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 | $150,942 | $72,012+109.6% | $185,823-18.8% | $79,858+89.0% |
| Participation rate | 41.9% | 65.8%-23.9pp | 78.0%-36.2pp | 69.6%-27.8pp |
| Annual return | 26.39% | 23.12%+3.3pp | 35.95%-9.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,322 | $3,779-12.1% | $5,632-41.0% | $3,740-11.2% |
| Admin fee / account holder | $586 | $4,513-87.0% | $9,500-93.8% | $5,306-89.0% |