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 | $146,658 | $125,758+16.6% | $169,993-13.7% | $75,163+95.1% |
| Participation rate | 51.1% | 83.6%-32.5pp | 87.0%-35.9pp | 67.2%-16.1pp |
| Annual return | 15.05% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,853 | $6,837-14.4% | $10,408-43.8% | $4,125+41.9% |
| Admin fee / account holder | $629 | $8,173-92.3% | $12,815-95.1% | $5,651-88.9% |