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 | $159,211 | $179,726-11.4% | $156,263+1.9% | $142,382+11.8% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.9%-20.1pp | 80.1%-21.3pp |
| Annual return | 15.55% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,542 | $6,956-49.1% | $6,158-42.5% | $6,507-45.6% |
| Admin fee / account holder | $2,243 | $17,272-87.0% | $14,255-84.3% | $12,624-82.2% |