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 | $170,675 | $95,193+79.3% | $76,523+123.0% | $135,375+26.1% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.0%-3.7pp | 82.6%-18.4pp |
| Annual return | 8.87% | 4.85%+4.0pp | -0.27%+9.1pp | 519.73%-510.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,239 | $4,639-30.2% | $3,835-15.6% | $5,609-42.3% |
| Admin fee / account holder | $1,984 | $6,249-68.3% | $4,848-59.1% | $10,827-81.7% |