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 | $143,155 | $91,760+56.0% | $156,181-8.3% | $67,986+110.6% |
| Participation rate | 62.1% | 65.0%-2.9pp | 78.8%-16.8pp | 57.2%+4.9pp |
| Annual return | 14.95% | 18.14%-3.2pp | 64.87%-49.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,500 | $3,960+13.6% | $6,132-26.6% | $3,358+34.0% |
| Admin fee / account holder | $10,583 | $3,949+168.0% | $14,586-27.4% | $3,203+230.4% |