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 | $144,154 | $81,208+77.5% | $98,907+45.7% | $79,858+80.5% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 13.97% | 60.99%-47.0pp | 196.43%-182.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,786 | $3,265+46.6% | $4,244+12.8% | $3,740+28.0% |
| Admin fee / account holder | $7,250 | $6,013+20.6% | $6,642+9.2% | $5,306+36.6% |