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 | $177,395 | $95,803+85.2% | $113,168+56.8% | $84,808+109.2% |
| Participation rate | 59.3% | 72.9%-13.5pp | 76.6%-17.2pp | 68.3%-9.0pp |
| Annual return | 19.15% | 25.00%-5.9pp | 24.27%-5.1pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,698 | $4,242+57.9% | $5,107+31.2% | $4,212+59.0% |
| Admin fee / account holder | $5,273 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |