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 | $181,837 | $101,763+78.7% | $164,866+10.3% | $80,874+124.8% |
| Participation rate | 26.0% | 71.8%-45.8pp | 78.6%-52.6pp | 67.6%-41.6pp |
| Annual return | 18.30% | 16.73%+1.6pp | 69.97%-51.7pp | 35.62%-17.3pp |
| Employer contribution / active EE | $734 | $2,954-75.2% | $4,343-83.1% | $2,756-73.4% |
| Participant deferral / active EE | $2,551 | $4,477-43.0% | $6,033-57.7% | $4,297-40.6% |
| Admin fee / account holder | $1,116 | $8,228-86.4% | $12,689-91.2% | $6,935-83.9% |