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 | $139,839 | $72,277+93.5% | $101,248+38.1% | $79,858+75.1% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.3pp |
| Annual return | 20.03% | 22.30%-2.3pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,257 | $3,282+60.2% | $4,370+20.3% | $3,740+40.6% |
| Admin fee / account holder | $10,655 | $4,400+142.1% | $5,945+79.2% | $5,306+100.8% |