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 | $150,993 | $106,584+41.7% | $101,326+49.0% | $142,382+6.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 81.5%-17.2pp | 80.1%-15.8pp |
| Annual return | 13.01% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,741 | $8,297-18.8% | $7,994-15.7% | $6,507+3.6% |
| Admin fee / account holder | $6,500 | $11,446-43.2% | $11,185-41.9% | $12,624-48.5% |