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 | $179,511 | $97,744+83.7% | $103,476+73.5% | $145,922+23.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 12.62% | 25.41%-12.8pp | 23.90%-11.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $498 | $4,677-89.3% | $4,672-89.3% | $4,660-89.3% |
| Participant deferral / active EE | $2,905 | $6,603-56.0% | $6,623-56.1% | $6,688-56.6% |
| Admin fee / account holder | $2,094 | $12,515-83.3% | $9,413-77.8% | $13,397-84.4% |