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 | $171,980 | $127,065+35.3% | $113,168+52.0% | $142,382+20.8% |
| Participation rate | 69.6% | 79.2%-9.6pp | 76.6%-7.0pp | 80.1%-10.6pp |
| Annual return | 14.16% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,410 | $5,716-5.4% | $5,107+5.9% | $6,507-16.9% |
| Admin fee / account holder | $16,839 | $15,736+7.0% | $12,068+39.5% | $12,624+33.4% |