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 | $180,059 | $89,753+100.6% | $107,525+67.5% | $84,808+112.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 15.87% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $382 | $3,113-87.7% | $3,754-89.8% | $2,631-85.5% |
| Participant deferral / active EE | $3,177 | $4,056-21.7% | $5,116-37.9% | $4,212-24.6% |
| Admin fee / account holder | $7,725 | $7,222+7.0% | $8,919-13.4% | $7,344+5.2% |