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 | $152,318 | $94,625+61.0% | $116,228+31.1% | $84,808+79.6% |
| Participation rate | 58.6% | 70.4%-11.9pp | 74.6%-16.0pp | 68.3%-9.7pp |
| Annual return | 14.49% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $336 | $2,347-85.7% | $2,994-88.8% | $2,631-87.2% |
| Participant deferral / active EE | $2,793 | $3,972-29.7% | $4,953-43.6% | $4,212-33.7% |
| Admin fee / account holder | $2,089 | $10,091-79.3% | $11,989-82.6% | $7,344-71.6% |