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 | $142,239 | $58,512+143.1% | $84,015+69.3% | $72,985+94.9% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.0%-31.5pp | 69.5%-32.0pp |
| Annual return | 22.28% | 28.93%-6.7pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,186 | $2,394-8.7% | $3,239-32.5% | $3,607-39.4% |
| Admin fee / account holder | $9,248 | $4,569+102.4% | $6,101+51.6% | $5,124+80.5% |