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 | $189,952 | $109,413+73.6% | $156,263+21.6% | $84,808+124.0% |
| Participation rate | 52.2% | 72.7%-20.5pp | 78.9%-26.7pp | 68.3%-16.1pp |
| Annual return | 14.33% | 20.18%-5.9pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $411 | $2,907-85.8% | $4,333-90.5% | $2,631-84.4% |
| Participant deferral / active EE | $6,431 | $4,590+40.1% | $6,158+4.4% | $4,212+52.7% |
| Admin fee / account holder | $6,597 | $9,357-29.5% | $14,255-53.7% | $7,344-10.2% |