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 | $173,965 | $89,753+93.8% | $107,525+61.8% | $84,808+105.1% |
| Participation rate | 46.6% | 68.1%-21.5pp | 75.1%-28.5pp | 68.3%-21.8pp |
| Annual return | 13.15% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,113 | $4,056+1.4% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $14,838 | $7,222+105.4% | $8,919+66.4% | $7,344+102.0% |