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 | $227,245 | $116,175+95.6% | $93,606+142.8% | $152,861+48.7% |
| Participation rate | 45.5% | 78.0%-32.6pp | 75.8%-30.4pp | 82.4%-37.0pp |
| Annual return | 13.55% | 35.96%-22.4pp | 32.76%-19.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,465 | $4,603-24.7% | $4,069-14.8% | $5,850-40.8% |
| Admin fee / account holder | $23,366 | $10,748+117.4% | $7,888+196.2% | $11,596+101.5% |