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 | $166,579 | $72,277+130.5% | $101,248+64.5% | $79,858+108.6% |
| Participation rate | 45.7% | 68.5%-22.8pp | 75.8%-30.1pp | 69.6%-24.0pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $599 | $2,692-77.7% | $3,660-83.6% | $2,471-75.7% |
| Participant deferral / active EE | $2,822 | $3,282-14.0% | $4,370-35.4% | $3,740-24.6% |
| Admin fee / account holder | $626 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |