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 | $169,655 | $138,347+22.6% | $184,203-7.9% | $80,856+109.8% |
| Participation rate | 54.8% | 83.9%-29.1pp | 86.8%-32.1pp | 67.6%-12.9pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,063 | $7,071-14.3% | $9,131-33.6% | $4,296+41.1% |
| Admin fee / account holder | $8,841 | $10,483-15.7% | $13,901-36.4% | $6,918+27.8% |