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 | $213,852 | $95,803+123.2% | $113,168+89.0% | $84,808+152.2% |
| Participation rate | 14.0% | 72.9%-58.9pp | 76.6%-62.6pp | 68.3%-54.3pp |
| Annual return | 14.70% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $476 | $2,360-79.8% | $2,975-84.0% | $2,631-81.9% |
| Participant deferral / active EE | $2,748 | $4,242-35.2% | $5,107-46.2% | $4,212-34.8% |
| Admin fee / account holder | $1,195 | $8,989-86.7% | $12,068-90.1% | $7,344-83.7% |