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 | $136,656 | $68,346+99.9% | $94,646+44.4% | $75,163+81.8% |
| Participation rate | 57.4% | 76.1%-18.7pp | 80.8%-23.5pp | 67.2%-9.8pp |
| Annual return | 17.88% | 616.93%-599.0pp | 156.71%-138.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,479 | $6,537-0.9% | $7,418-12.7% | $4,125+57.1% |
| Admin fee / account holder | $5,449 | $5,326+2.3% | $7,231-24.6% | $5,651-3.6% |