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 | $144,202 | $78,422+83.9% | $95,952+50.3% | $79,858+80.6% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 25.07% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,709 | $3,440+124.1% | $4,167+85.0% | $3,740+106.1% |
| Admin fee / account holder | $11,589 | $5,622+106.1% | $6,795+70.5% | $5,306+118.4% |