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 | $157,828 | $93,571+68.7% | $135,903+16.1% | $75,163+110.0% |
| Participation rate | 41.1% | 75.2%-34.1pp | 81.9%-40.9pp | 67.2%-26.1pp |
| Annual return | 19.25% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $316 | $3,537-91.1% | $4,856-93.5% | $2,670-88.2% |
| Participant deferral / active EE | $6,312 | $6,404-1.4% | $7,758-18.6% | $4,125+53.0% |
| Admin fee / account holder | $10,871 | $6,975+55.9% | $10,762+1.0% | $5,651+92.4% |