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 | $228,977 | $109,881+108.4% | $150,045+52.6% | $84,808+170.0% |
| Participation rate | 69.1% | 76.1%-7.0pp | 82.3%-13.2pp | 68.3%+0.8pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $645 | $3,561-81.9% | $4,693-86.3% | $2,631-75.5% |
| Participant deferral / active EE | $8,542 | $6,636+28.7% | $7,997+6.8% | $4,212+102.8% |
| Admin fee / account holder | $30,065 | $8,568+250.9% | $13,435+123.8% | $7,344+309.4% |