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 | $214,200 | $124,281+72.4% | $109,143+96.3% | $167,490+27.9% |
| Participation rate | 68.2% | 79.4%-11.3pp | 75.9%-7.7pp | 82.1%-13.9pp |
| Annual return | 10.98% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,718 | $5,255+104.0% | $4,653+130.3% | $6,341+69.0% |
| Admin fee / account holder | $11,636 | $7,970+46.0% | $6,752+72.3% | $12,309-5.5% |