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 | $247,786 | $109,413+126.5% | $156,263+58.6% | $84,808+192.2% |
| Participation rate | 27.0% | 72.7%-45.7pp | 78.9%-51.9pp | 68.3%-41.3pp |
| Annual return | 18.23% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $794 | $2,907-72.7% | $4,333-81.7% | $2,631-69.8% |
| Participant deferral / active EE | $2,204 | $4,590-52.0% | $6,158-64.2% | $4,212-47.7% |
| Admin fee / account holder | $2,003 | $9,357-78.6% | $14,255-86.0% | $7,344-72.7% |