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 | $190,436 | $56,897+234.7% | $84,750+124.7% | $62,891+202.8% |
| Participation rate | 60.5% | 68.5%-8.0pp | 76.6%-16.1pp | 69.3%-8.8pp |
| Annual return | 6.88% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $342 | $2,400-85.7% | $3,574-90.4% | $2,281-85.0% |
| Participant deferral / active EE | $1,985 | $2,709-26.7% | $3,712-46.5% | $3,203-38.0% |
| Admin fee / account holder | $13,823 | $3,581+286.0% | $5,332+159.2% | $4,296+221.8% |