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 | $170,974 | $87,013+96.5% | $106,213+61.0% | $80,856+111.5% |
| Participation rate | 53.7% | 70.4%-16.7pp | 75.3%-21.6pp | 67.6%-13.9pp |
| Annual return | 12.32% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $330 | $2,395-86.2% | $3,171-89.6% | $2,755-88.0% |
| Participant deferral / active EE | $2,628 | $3,986-34.1% | $5,016-47.6% | $4,296-38.8% |
| Admin fee / account holder | $3,231 | $8,431-61.7% | $11,033-70.7% | $6,918-53.3% |