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 | $232,319 | $64,480+260.3% | $81,382+185.5% | $80,856+187.3% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.5%-49.5pp | 67.6%-47.6pp |
| Annual return | 11.07% | 16.34%-5.3pp | 24.73%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,663 | $3,094-13.9% | $3,883-31.4% | $4,296-38.0% |
| Admin fee / account holder | $4,826 | $5,671-14.9% | $5,768-16.3% | $6,918-30.2% |