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 | $119,767 | $74,927+59.8% | $101,794+17.7% | $84,808+41.2% |
| Participation rate | 43.8% | 61.4%-17.6pp | 69.2%-25.3pp | 68.3%-24.5pp |
| Annual return | 14.62% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $10 | $1,522-99.3% | $2,289-99.6% | $2,631-99.6% |
| Participant deferral / active EE | $3,515 | $3,099+13.4% | $4,084-13.9% | $4,212-16.5% |
| Admin fee / account holder | $7,655 | $6,514+17.5% | $8,777-12.8% | $7,344+4.2% |