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 | $146,599 | $101,724+44.1% | $164,813-11.1% | $80,856+81.3% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 14.88% | 16.72%-1.8pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $120 | $2,953-95.9% | $4,341-97.2% | $2,755-95.6% |
| Participant deferral / active EE | $2,405 | $4,477-46.3% | $6,031-60.1% | $4,296-44.0% |
| Admin fee / account holder | $12,043 | $8,227+46.4% | $12,690-5.1% | $6,918+74.1% |