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 | $187,092 | $89,753+108.5% | $107,525+74.0% | $84,808+120.6% |
| Participation rate | 59.0% | 68.1%-9.1pp | 75.1%-16.1pp | 68.3%-9.3pp |
| Annual return | 15.19% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,371 | $4,056+57.1% | $5,116+24.5% | $4,212+51.3% |
| Admin fee / account holder | $5,476 | $7,222-24.2% | $8,919-38.6% | $7,344-25.4% |