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 | $147,187 | $95,803+53.6% | $113,168+30.1% | $84,808+73.6% |
| Participation rate | 38.5% | 72.9%-34.4pp | 76.6%-38.1pp | 68.3%-29.8pp |
| Annual return | 13.33% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,339 | $4,242-44.9% | $5,107-54.2% | $4,212-44.5% |
| Admin fee / account holder | $4,213 | $8,989-53.1% | $12,068-65.1% | $7,344-42.6% |