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 | $148,798 | $95,803+55.3% | $113,168+31.5% | $84,808+75.5% |
| Participation rate | 21.0% | 72.9%-51.9pp | 76.6%-55.6pp | 68.3%-47.3pp |
| Annual return | 14.18% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,549 | $4,242-39.9% | $5,107-50.1% | $4,212-39.5% |
| Admin fee / account holder | $21,658 | $8,989+140.9% | $12,068+79.5% | $7,344+194.9% |