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 | $186,043 | $59,101+214.8% | $77,163+141.1% | $75,163+147.5% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 16.01% | 26.71%-10.7pp | 37.87%-21.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,620 | $2,999-12.6% | $3,833-31.6% | $4,125-36.5% |
| Admin fee / account holder | $3,207 | $4,774-32.8% | $5,472-41.4% | $5,651-43.3% |