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 | $165,094 | $86,929+89.9% | $102,423+61.2% | $80,856+104.2% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | 21.76% | 18.88%+2.9pp | 29.32%-7.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,071 | $4,118+168.8% | $5,053+119.1% | $4,296+157.7% |
| Admin fee / account holder | $8,627 | $8,049+7.2% | $9,451-8.7% | $6,918+24.7% |