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 | $180,553 | $62,573+188.5% | $85,682+110.7% | $85,850+110.3% |
| Participation rate | 48.8% | 61.1%-12.4pp | 69.9%-21.1pp | 69.3%-20.5pp |
| Annual return | 12.15% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,190 | $2,802+13.8% | $3,923-18.7% | $3,952-19.3% |
| Admin fee / account holder | $1,027 | $4,640-77.9% | $6,873-85.1% | $6,260-83.6% |