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 9-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 | $143,114 | $55,706+156.9% | $75,886+88.6% | $72,985+96.1% |
| Participation rate | 32.3% | 61.1%-28.9pp | 69.3%-37.0pp | 69.5%-37.2pp |
| Annual return | 21.48% | 27.59%-6.1pp | 30.76%-9.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,486 | $2,634-43.6% | $3,603-58.8% | $3,607-58.8% |
| Admin fee / account holder | $3,596 | $3,978-9.6% | $5,418-33.6% | $5,124-29.8% |