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 | $225,065 | $124,425+80.9% | $112,040+100.9% | $137,256+64.0% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 15.33% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $780 | $3,411-77.1% | $2,954-73.6% | $4,156-81.2% |
| Participant deferral / active EE | $3,814 | $5,718-33.3% | $5,098-25.2% | $6,407-40.5% |
| Admin fee / account holder | $16,511 | $15,207+8.6% | $12,098+36.5% | $12,270+34.6% |