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 | $194,657 | $65,041+199.3% | $90,951+114.0% | $79,858+143.8% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 34.48% | 30.45%+4.0pp | 134.60%-100.1pp | 31.71%+2.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,552 | $2,512+1.6% | $3,373-24.3% | $3,740-31.8% |
| Admin fee / account holder | $12,332 | $4,536+171.9% | $5,959+107.0% | $5,306+132.4% |