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 | $156,429 | $167,483-6.6% | $115,752+35.1% | $147,584+6.0% |
| Participation rate | 66.7% | 81.7%-15.1pp | 77.8%-11.1pp | 82.8%-16.2pp |
| Annual return | 19.42% | 12.11%+7.3pp | 19.41%0pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,388 | $7,037-51.9% | $5,204-34.9% | $5,439-37.7% |
| Admin fee / account holder | $32,869 | $13,069+151.5% | $6,278+423.5% | $10,885+202.0% |