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 | $209,812 | $98,750+112.5% | $149,696+40.2% | $79,858+162.7% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.6%-25.5pp |
| Annual return | 16.33% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,478 | $5,680-3.6% | $6,842-19.9% | $3,740+46.5% |
| Admin fee / account holder | $12,773 | $6,053+111.0% | $9,309+37.2% | $5,306+140.7% |