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 | $150,042 | $61,272+144.9% | $149,673+0.2% | $71,457+110.0% |
| Participation rate | 37.4% | 62.5%-25.1pp | 78.8%-41.4pp | 67.9%-30.5pp |
| Annual return | 57.91% | 35.85%+22.1pp | 134.42%-76.5pp | 28.85%+29.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,113 | $2,917-61.8% | $5,680-80.4% | $4,289-74.0% |
| Admin fee / account holder | $4,869 | $1,261+286.0% | $13,210-63.1% | $1,587+206.7% |