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 | $178,207 | $95,803+86.0% | $113,168+57.5% | $84,808+110.1% |
| Participation rate | 47.6% | 72.9%-25.2pp | 76.6%-28.9pp | 68.3%-20.7pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $138 | $2,360-94.2% | $2,975-95.4% | $2,631-94.8% |
| Participant deferral / active EE | $3,155 | $4,242-25.6% | $5,107-38.2% | $4,212-25.1% |
| Admin fee / account holder | $19,245 | $8,989+114.1% | $12,068+59.5% | $7,344+162.1% |