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 | $237,292 | $124,319+90.9% | $111,297+113.2% | $167,490+41.7% |
| Participation rate | 45.8% | 79.6%-33.8pp | 77.3%-31.5pp | 82.1%-36.3pp |
| Annual return | 14.08% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $116 | $3,435-96.6% | $2,731-95.8% | $4,837-97.6% |
| Participant deferral / active EE | $2,825 | $5,180-45.5% | $4,487-37.1% | $6,341-55.5% |
| Admin fee / account holder | $46,462 | $10,618+337.6% | $7,964+483.4% | $12,309+277.5% |