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 | $122,572 | $67,606+81.3% | $82,313+48.9% | $70,131+74.8% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | 14.72% | 21.57%-6.8pp | 25.88%-11.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,374 | $2,987+79.9% | $3,706+45.0% | $3,332+61.3% |
| Admin fee / account holder | $26,883 | $4,512+495.8% | $5,608+379.4% | $4,645+478.7% |