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 | $112,330 | $57,016+97.0% | $84,966+32.2% | $80,856+38.9% |
| Participation rate | 24.4% | 56.3%-32.0pp | 67.5%-43.1pp | 67.6%-43.2pp |
| Annual return | 18.46% | 21.66%-3.2pp | 66.38%-47.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2 | $1,798-99.9% | $2,727-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $1,597 | $3,110-48.7% | $4,519-64.7% | $4,296-62.8% |
| Admin fee / account holder | $12,678 | $4,980+154.6% | $6,149+106.2% | $6,918+83.3% |