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 | $210,666 | $109,413+92.5% | $156,263+34.8% | $84,808+148.4% |
| Participation rate | 51.8% | 72.7%-20.9pp | 78.9%-27.1pp | 68.3%-16.5pp |
| Annual return | 17.54% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,889 | $4,590+6.5% | $6,158-20.6% | $4,212+16.1% |
| Admin fee / account holder | $17,434 | $9,357+86.3% | $14,255+22.3% | $7,344+137.4% |