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 | $204,064 | $96,484+111.5% | $75,886+168.9% | $152,861+33.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.3%-47.1pp | 82.4%-60.2pp |
| Annual return | 15.41% | 33.98%-18.6pp | 30.76%-15.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $304 | $3,309-90.8% | $2,500-87.8% | $4,762-93.6% |
| Participant deferral / active EE | $4,000 | $4,553-12.1% | $3,603+11.0% | $5,850-31.6% |
| Admin fee / account holder | $1,270 | $8,078-84.3% | $5,418-76.6% | $11,596-89.0% |