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 5-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 | $102,624 | $68,719+49.3% | $91,541+12.1% | $84,808+21.0% |
| Participation rate | 26.7% | 64.5%-37.8pp | 69.8%-43.1pp | 68.3%-41.6pp |
| Annual return | 14.69% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,230 | $3,136-60.8% | $4,008-69.3% | $4,212-70.8% |
| Admin fee / account holder | $741 | $5,786-87.2% | $6,956-89.3% | $7,344-89.9% |