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 | $170,360 | $99,985+70.4% | $146,665+16.2% | $85,850+98.4% |
| Participation rate | 66.2% | 73.1%-6.9pp | 80.1%-13.9pp | 69.3%-3.1pp |
| Annual return | 16.50% | 18.93%-2.4pp | 22.74%-6.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,739 | $4,006+18.3% | $5,506-13.9% | $3,952+19.9% |
| Admin fee / account holder | $1,509 | $7,702-80.4% | $10,280-85.3% | $6,260-75.9% |