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 | $150,180 | $95,803+56.8% | $113,168+32.7% | $84,808+77.1% |
| Participation rate | 36.4% | 72.9%-36.5pp | 76.6%-40.2pp | 68.3%-31.9pp |
| Annual return | 12.42% | 25.00%-12.6pp | 24.27%-11.8pp | 40.90%-28.5pp |
| Employer contribution / active EE | $560 | $2,360-76.3% | $2,975-81.2% | $2,631-78.7% |
| Participant deferral / active EE | $3,377 | $4,242-20.4% | $5,107-33.9% | $4,212-19.8% |
| Admin fee / account holder | $13,908 | $8,989+54.7% | $12,068+15.3% | $7,344+89.4% |