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 | $199,009 | $109,881+81.1% | $150,045+32.6% | $84,808+134.7% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.1pp | 68.3%-5.0pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,445 | $6,636-17.9% | $7,997-31.9% | $4,212+29.3% |
| Admin fee / account holder | $12,216 | $8,568+42.6% | $13,435-9.1% | $7,344+66.3% |