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 | $181,742 | $89,753+102.5% | $107,525+69.0% | $84,808+114.3% |
| Participation rate | 41.9% | 68.1%-26.2pp | 75.1%-33.2pp | 68.3%-26.4pp |
| Annual return | 13.82% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $199 | $3,113-93.6% | $3,754-94.7% | $2,631-92.4% |
| Participant deferral / active EE | $3,812 | $4,056-6.0% | $5,116-25.5% | $4,212-9.5% |
| Admin fee / account holder | $38,756 | $7,222+436.6% | $8,919+334.5% | $7,344+427.7% |