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 | $162,084 | $67,606+139.7% | $82,313+96.9% | $70,131+131.1% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 24.00% | 21.57%+2.4pp | 25.88%-1.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,001 | $2,987+201.3% | $3,706+142.9% | $3,332+170.1% |
| Admin fee / account holder | $15,400 | $4,512+241.3% | $5,608+174.6% | $4,645+231.5% |