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 | $190,929 | $95,803+99.3% | $113,168+68.7% | $84,808+125.1% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 13.74% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $492 | $2,360-79.1% | $2,975-83.5% | $2,631-81.3% |
| Participant deferral / active EE | $3,250 | $4,242-23.4% | $5,107-36.4% | $4,212-22.8% |
| Admin fee / account holder | $25,556 | $8,989+184.3% | $12,068+111.8% | $7,344+248.0% |