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 | $151,109 | $78,485+92.5% | $106,213+42.3% | $74,495+102.8% |
| Participation rate | 53.0% | 72.8%-19.8pp | 75.3%-22.3pp | 67.2%-14.2pp |
| Annual return | 15.55% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,632 | $4,322-16.0% | $5,016-27.6% | $4,346-16.4% |
| Admin fee / account holder | $2,700 | $2,232+21.0% | $11,033-75.5% | $1,942+39.0% |