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 | $177,030 | $95,453+85.5% | $112,040+58.0% | $82,448+114.7% |
| Participation rate | 43.8% | 72.8%-28.9pp | 76.5%-32.7pp | 68.1%-24.2pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,883 | $4,224+15.6% | $5,098-4.2% | $4,139+18.0% |
| Admin fee / account holder | $2,943 | $9,013-67.4% | $12,098-75.7% | $7,234-59.3% |