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 | $135,382 | $95,453+41.8% | $112,040+20.8% | $82,448+64.2% |
| Participation rate | 63.4% | 72.8%-9.3pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 20.79% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,385 | $4,224+145.9% | $5,098+103.7% | $4,139+150.9% |
| Admin fee / account holder | $4,158 | $9,013-53.9% | $12,098-65.6% | $7,234-42.5% |