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 | $118,949 | $51,175+132.4% | $70,515+68.7% | $75,163+58.3% |
| Participation rate | 36.9% | 60.9%-24.0pp | 68.3%-31.4pp | 67.2%-30.3pp |
| Annual return | 20.49% | 30.02%-9.5pp | 32.77%-12.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $339 | $1,826-81.4% | $2,973-88.6% | $2,670-87.3% |
| Participant deferral / active EE | $3,852 | $2,849+35.2% | $4,567-15.7% | $4,125-6.6% |
| Admin fee / account holder | $1,793 | $4,091-56.2% | $6,412-72.0% | $5,651-68.3% |