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 | $155,092 | $98,750+57.1% | $149,696+3.6% | $79,858+94.2% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 26.06% | 27.43%-1.4pp | 276.60%-250.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,151 | $5,680+43.5% | $6,842+19.1% | $3,740+117.9% |
| Admin fee / account holder | $1,320 | $6,053-78.2% | $9,309-85.8% | $5,306-75.1% |