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 5-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 | $157,543 | $154,365+2.1% | $130,231+21.0% | $139,434+13.0% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.3%-7.9pp | 80.3%-11.9pp |
| Annual return | 16.61% | 30.34%-13.7pp | 38.77%-22.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,893 | $8,498-66.0% | $6,799-57.5% | $6,710-56.9% |
| Admin fee / account holder | $18,374 | $9,214+99.4% | $6,020+205.2% | $11,403+61.1% |