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 | $225,065 | $127,065+77.1% | $113,168+98.9% | $142,382+58.1% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 15.33% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $780 | $3,442-77.3% | $2,975-73.8% | $4,299-81.9% |
| Participant deferral / active EE | $3,814 | $5,716-33.3% | $5,107-25.3% | $6,507-41.4% |
| Admin fee / account holder | $16,511 | $15,736+4.9% | $12,068+36.8% | $12,624+30.8% |