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 | $141,904 | $76,000+86.7% | $154,107-7.9% | $64,186+121.1% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | 10.25% | 30.32%-20.1pp | 735.12%-724.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,783 | $3,175+50.6% | $5,081-5.9% | $3,470+37.9% |
| Admin fee / account holder | $5,479 | $5,596-2.1% | $13,411-59.1% | $4,888+12.1% |