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 | $202,408 | $140,588+44.0% | $123,104+64.4% | $125,391+61.4% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | 0.90% | 16.80%-15.9pp | 13.22%-12.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $576 | $6,041-90.5% | $5,151-88.8% | $4,866-88.2% |
| Participant deferral / active EE | $12,414 | $6,980+77.8% | $6,230+99.3% | $5,352+132.0% |
| Admin fee / account holder | $10,828 | $11,198-3.3% | $9,015+20.1% | $9,540+13.5% |