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 | $182,379 | $109,881+66.0% | $150,045+21.5% | $84,808+115.1% |
| Participation rate | 49.1% | 76.1%-27.0pp | 82.3%-33.2pp | 68.3%-19.2pp |
| Annual return | 18.12% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,060 | $6,636-8.7% | $7,997-24.2% | $4,212+43.9% |
| Admin fee / account holder | $42,440 | $8,568+395.3% | $13,435+215.9% | $7,344+477.9% |