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 9-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 | $160,510 | $109,881+46.1% | $150,045+7.0% | $84,808+89.3% |
| Participation rate | 63.5% | 76.1%-12.6pp | 82.3%-18.8pp | 68.3%-4.8pp |
| Annual return | 17.32% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,194 | $6,636-21.7% | $7,997-35.1% | $4,212+23.3% |
| Admin fee / account holder | $7,567 | $8,568-11.7% | $13,435-43.7% | $7,344+3.0% |