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 | $163,217 | $93,571+74.4% | $135,903+20.1% | $75,163+117.1% |
| Participation rate | 51.2% | 75.2%-24.0pp | 81.9%-30.7pp | 67.2%-16.0pp |
| Annual return | 22.60% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,207 | $6,404+28.2% | $7,758+5.8% | $4,125+99.0% |
| Admin fee / account holder | $14,589 | $6,975+109.2% | $10,762+35.6% | $5,651+158.2% |