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 | $144,255 | $78,422+83.9% | $95,952+50.3% | $79,858+80.6% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.4pp | 69.6%-40.0pp |
| Annual return | 12.97% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,908 | $3,440-44.5% | $4,167-54.2% | $3,740-49.0% |
| Admin fee / account holder | $5,199 | $5,622-7.5% | $6,795-23.5% | $5,306-2.0% |