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 | $112,163 | $59,097+89.8% | $82,389+36.1% | $74,304+51.0% |
| Participation rate | 24.1% | 52.8%-28.7pp | 69.5%-45.5pp | 60.3%-36.3pp |
| Annual return | 13.66% | 22.85%-9.2pp | 28.67%-15.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,225 | $2,775-55.9% | $4,155-70.5% | $3,767-67.5% |
| Admin fee / account holder | $2,266 | $4,489-49.5% | $7,231-68.7% | $2,969-23.7% |