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 | $200,972 | $89,753+123.9% | $107,525+86.9% | $84,808+137.0% |
| Participation rate | 37.3% | 68.1%-30.7pp | 75.1%-37.8pp | 68.3%-31.0pp |
| Annual return | 13.42% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $252 | $3,113-91.9% | $3,754-93.3% | $2,631-90.4% |
| Participant deferral / active EE | $3,512 | $4,056-13.4% | $5,116-31.3% | $4,212-16.6% |
| Admin fee / account holder | $7,056 | $7,222-2.3% | $8,919-20.9% | $7,344-3.9% |