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 | $137,093 | $94,625+44.9% | $116,228+18.0% | $84,808+61.7% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 20.39% | 20.40%0pp | 90.06%-69.7pp | 40.90%-20.5pp |
| Employer contribution / active EE | $564 | $2,347-76.0% | $2,994-81.2% | $2,631-78.6% |
| Participant deferral / active EE | $5,589 | $3,972+40.7% | $4,953+12.8% | $4,212+32.7% |
| Admin fee / account holder | $46,745 | $10,091+363.2% | $11,989+289.9% | $7,344+536.5% |