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 | $244,694 | $108,825+124.9% | $156,181+56.7% | $82,448+196.8% |
| Participation rate | 54.3% | 72.4%-18.1pp | 78.8%-24.5pp | 68.1%-13.8pp |
| Annual return | 15.95% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,426 | $4,577-25.1% | $6,132-44.1% | $4,139-17.2% |
| Admin fee / account holder | $2,098 | $9,341-77.5% | $14,586-85.6% | $7,234-71.0% |