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 | $171,176 | $133,922+27.8% | $116,228+47.3% | $142,382+20.2% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.6%-16.7pp | 80.1%-22.2pp |
| Annual return | 18.90% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,087 | $5,672-63.2% | $4,953-57.9% | $6,507-67.9% |
| Admin fee / account holder | $19,429 | $14,945+30.0% | $11,989+62.1% | $12,624+53.9% |