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 | $166,049 | $91,407+81.7% | $135,903+22.2% | $71,457+132.4% |
| Participation rate | 45.0% | 75.7%-30.6pp | 81.9%-36.9pp | 67.9%-22.9pp |
| Annual return | 19.52% | 29.90%-10.4pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,566 | $7,092-35.6% | $7,758-41.1% | $4,289+6.5% |
| Admin fee / account holder | $8,266 | $1,266+553.0% | $10,762-23.2% | $1,587+420.7% |