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 | $249,713 | $85,790+191.1% | $67,313+271.0% | $135,375+84.5% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 82.6%-27.6pp |
| Annual return | 7.61% | -0.54%+8.1pp | -4.08%+11.7pp | 519.73%-512.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,593 | $4,651-22.8% | $3,568+0.7% | $5,609-35.9% |
| Admin fee / account holder | $8,168 | $6,392+27.8% | $4,507+81.2% | $10,827-24.6% |