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 | $190,784 | $95,803+99.1% | $113,168+68.6% | $84,808+125.0% |
| Participation rate | 57.9% | 72.9%-15.0pp | 76.6%-18.7pp | 68.3%-10.4pp |
| Annual return | 19.35% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,238 | $4,242-0.1% | $5,107-17.0% | $4,212+0.6% |
| Admin fee / account holder | $17,286 | $8,989+92.3% | $12,068+43.2% | $7,344+135.4% |