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 | $130,758 | $103,376+26.5% | $87,100+50.1% | $152,861-14.5% |
| Participation rate | 69.6% | 79.3%-9.8pp | 76.9%-7.3pp | 82.4%-12.9pp |
| Annual return | 17.53% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,675 | $4,778-2.2% | $4,049+15.5% | $5,850-20.1% |
| Admin fee / account holder | $1,195 | $12,205-90.2% | $7,497-84.1% | $11,596-89.7% |