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 | $151,272 | $81,446+85.7% | $103,374+46.3% | $80,874+87.0% |
| Participation rate | 40.5% | 66.9%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 10.68% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,821 | $3,870-1.3% | $5,058-24.4% | $4,297-11.1% |
| Admin fee / account holder | $3,445 | $6,715-48.7% | $8,394-59.0% | $6,935-50.3% |