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 | $142,471 | $68,547+107.8% | $120,354+18.4% | $80,856+76.2% |
| Participation rate | 57.1% | 61.6%-4.5pp | 71.9%-14.8pp | 67.6%-10.5pp |
| Annual return | 13.67% | 23.60%-9.9pp | 107.15%-93.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,459 | $3,173-22.5% | $4,991-50.7% | $4,296-42.7% |
| Admin fee / account holder | $3,655 | $5,732-36.2% | $9,423-61.2% | $6,918-47.2% |