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 | $95,453+57.3% | $112,040+34.0% | $82,448+82.2% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.5%-40.1pp | 68.1%-31.7pp |
| Annual return | 12.42% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $560 | $2,318-75.8% | $2,954-81.0% | $2,551-78.0% |
| Participant deferral / active EE | $3,377 | $4,224-20.0% | $5,098-33.7% | $4,139-18.4% |
| Admin fee / account holder | $13,908 | $9,013+54.3% | $12,098+15.0% | $7,234+92.3% |