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 | $138,076 | $78,705+75.4% | $117,854+17.2% | $70,131+96.9% |
| Participation rate | 41.0% | 73.2%-32.2pp | 79.7%-38.7pp | 69.5%-28.6pp |
| Annual return | 15.35% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,133 | $3,297+55.7% | $4,482+14.5% | $3,332+54.1% |
| Admin fee / account holder | $7,718 | $5,065+52.4% | $8,020-3.8% | $4,645+66.1% |