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 | $219,032 | $81,248+169.6% | $155,509+40.8% | $80,856+170.9% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.6%-5.6pp |
| Annual return | 10.91% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,988 | $3,452-13.4% | $5,626-46.9% | $4,296-30.4% |
| Admin fee / account holder | $17,174 | $7,997+114.7% | $15,912+7.9% | $6,918+148.2% |