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 | $195,738 | $79,449+146.4% | $189,557+3.3% | $85,850+128.0% |
| Participation rate | 31.3% | 66.0%-34.7pp | 78.4%-47.2pp | 69.3%-38.1pp |
| Annual return | 19.81% | 18.45%+1.4pp | 64.17%-44.4pp | 318.53%-298.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,565 | $4,051-12.0% | $6,174-42.3% | $3,952-9.8% |
| Admin fee / account holder | $3,697 | $5,377-31.2% | $9,807-62.3% | $6,260-40.9% |