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 | $234,084 | $89,753+160.8% | $107,525+117.7% | $84,808+176.0% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 17.04% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $821 | $3,113-73.6% | $3,754-78.1% | $2,631-68.8% |
| Participant deferral / active EE | $8,193 | $4,056+102.0% | $5,116+60.2% | $4,212+94.5% |
| Admin fee / account holder | $21,023 | $7,222+191.1% | $8,919+135.7% | $7,344+186.3% |