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 | $144,225 | $109,881+31.3% | $150,045-3.9% | $84,808+70.1% |
| Participation rate | 44.4% | 76.1%-31.6pp | 82.3%-37.9pp | 68.3%-23.9pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $451 | $3,561-87.3% | $4,693-90.4% | $2,631-82.9% |
| Participant deferral / active EE | $2,682 | $6,636-59.6% | $7,997-66.5% | $4,212-36.3% |
| Admin fee / account holder | $5,657 | $8,568-34.0% | $13,435-57.9% | $7,344-23.0% |