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 | $245,138 | $94,625+159.1% | $116,228+110.9% | $84,808+189.1% |
| Participation rate | 58.5% | 70.4%-11.9pp | 74.6%-16.0pp | 68.3%-9.8pp |
| Annual return | 15.39% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $617 | $2,347-73.7% | $2,994-79.4% | $2,631-76.6% |
| Participant deferral / active EE | $5,618 | $3,972+41.5% | $4,953+13.4% | $4,212+33.4% |
| Admin fee / account holder | $39,045 | $10,091+286.9% | $11,989+225.7% | $7,344+431.7% |