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 | $155,221 | $81,248+91.0% | $155,509-0.2% | $80,856+92.0% |
| Participation rate | 51.3% | 66.2%-14.9pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 12.87% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,471 | $3,452+116.5% | $5,626+32.8% | $4,296+73.9% |
| Admin fee / account holder | $22,972 | $7,997+187.3% | $15,912+44.4% | $6,918+232.1% |