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 | $180,919 | $163,101+10.9% | $136,749+32.3% | $142,382+27.1% |
| Participation rate | 18.2% | 78.2%-60.0pp | 72.1%-54.0pp | 80.1%-61.9pp |
| Annual return | 11.96% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,727 | $5,585-69.1% | $4,692-63.2% | $6,507-73.5% |
| Admin fee / account holder | $16,701 | $14,318+16.6% | $11,386+46.7% | $12,624+32.3% |