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 | $236,329 | $74,927+215.4% | $101,794+132.2% | $84,808+178.7% |
| Participation rate | 54.7% | 61.4%-6.7pp | 69.2%-14.5pp | 68.3%-13.6pp |
| Annual return | 13.55% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,381 | $3,099+105.9% | $4,084+56.2% | $4,212+51.5% |
| Admin fee / account holder | $11,885 | $6,514+82.5% | $8,777+35.4% | $7,344+61.8% |