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 | $194,846 | $110,257+76.7% | $96,544+101.8% | $139,434+39.7% |
| Participation rate | 52.9% | 78.1%-25.1pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 14.51% | 26.32%-11.8pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,301 | $5,548-4.4% | $4,851+9.3% | $6,710-21.0% |
| Admin fee / account holder | $5,567 | $11,591-52.0% | $8,252-32.5% | $11,403-51.2% |