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 | $191,066 | $64,348+196.9% | $90,160+111.9% | $70,131+172.4% |
| Participation rate | 45.1% | 70.4%-25.3pp | 76.9%-31.8pp | 69.5%-24.4pp |
| Annual return | 17.19% | 28.13%-10.9pp | 34.88%-17.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,702 | $4,389-15.7% | $5,288-30.0% | $3,332+11.1% |
| Admin fee / account holder | $10,190 | $3,944+158.4% | $5,943+71.5% | $4,645+119.4% |