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 | $153,804 | $96,484+59.4% | $75,886+102.7% | $152,861+0.6% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.4%-23.4pp |
| Annual return | 20.22% | 33.98%-13.8pp | 30.76%-10.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,426 | $4,553-2.8% | $3,603+22.8% | $5,850-24.3% |
| Admin fee / account holder | $10,798 | $8,078+33.7% | $5,418+99.3% | $11,596-6.9% |