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 | $160,149 | $117,983+35.7% | $101,794+57.3% | $142,382+12.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 12.02% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3 | $2,773-99.9% | $2,289-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $4,129 | $4,714-12.4% | $4,084+1.1% | $6,507-36.5% |
| Admin fee / account holder | $5,864 | $10,433-43.8% | $8,777-33.2% | $12,624-53.5% |