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 | $247,682 | $86,929+184.9% | $102,423+141.8% | $80,856+206.3% |
| Participation rate | 47.1% | 72.4%-25.3pp | 76.5%-29.4pp | 67.6%-20.6pp |
| Annual return | 11.03% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,460 | $4,118+56.9% | $5,053+27.9% | $4,296+50.4% |
| Admin fee / account holder | $13,251 | $8,049+64.6% | $9,451+40.2% | $6,918+91.5% |