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 | $153,251 | $64,480+137.7% | $81,382+88.3% | $80,856+89.5% |
| Participation rate | 43.3% | 63.9%-20.5pp | 69.5%-26.2pp | 67.6%-24.3pp |
| Annual return | 18.66% | 16.34%+2.3pp | 24.73%-6.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,286 | $3,094-58.4% | $3,883-66.9% | $4,296-70.1% |
| Admin fee / account holder | $5,015 | $5,671-11.6% | $5,768-13.1% | $6,918-27.5% |