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 | $146,378 | $91,190+60.5% | $178,490-18.0% | $79,858+83.3% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 10.36% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $32 | $3,256-99.0% | $5,011-99.4% | $2,471-98.7% |
| Participant deferral / active EE | $4,380 | $3,236+35.3% | $5,202-15.8% | $3,740+17.1% |
| Admin fee / account holder | $16,216 | $6,751+140.2% | $13,984+16.0% | $5,306+205.6% |