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 | $149,764 | $53,777+178.5% | $134,143+11.6% | $79,858+87.5% |
| Participation rate | 35.5% | 58.8%-23.3pp | 72.2%-36.7pp | 69.6%-34.1pp |
| Annual return | 20.85% | 19.01%+1.8pp | 36.33%-15.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2 | $1,321-99.9% | $3,704-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,308 | $2,420+78.0% | $3,499+23.1% | $3,740+15.2% |
| Admin fee / account holder | $3,827 | $3,984-3.9% | $6,684-42.7% | $5,306-27.9% |