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 | $128,979 | $95,803+34.6% | $113,168+14.0% | $84,808+52.1% |
| Participation rate | 27.6% | 72.9%-45.2pp | 76.6%-48.9pp | 68.3%-40.7pp |
| Annual return | 12.69% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $340 | $2,360-85.6% | $2,975-88.6% | $2,631-87.1% |
| Participant deferral / active EE | $2,161 | $4,242-49.1% | $5,107-57.7% | $4,212-48.7% |
| Admin fee / account holder | $3,691 | $8,989-58.9% | $12,068-69.4% | $7,344-49.7% |