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 | $142,421 | $162,781-12.5% | $133,956+6.3% | $158,922-10.4% |
| Participation rate | 64.7% | 83.2%-18.5pp | 79.8%-15.1pp | 82.0%-17.3pp |
| Annual return | 36.03% | 41.94%-5.9pp | 45.09%-9.1pp | 302.83%-266.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,144 | $5,911-46.8% | $5,048-37.7% | $5,982-47.4% |
| Admin fee / account holder | $5,009 | $11,736-57.3% | $8,927-43.9% | $11,246-55.5% |