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 | $220,903 | $71,516+208.9% | $98,439+124.4% | $71,457+209.1% |
| Participation rate | 53.0% | 72.7%-19.7pp | 75.2%-22.2pp | 67.9%-14.9pp |
| Annual return | 19.60% | 32.41%-12.8pp | 21.16%-1.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $439 | $2,399-81.7% | $3,048-85.6% | $2,588-83.0% |
| Participant deferral / active EE | $6,010 | $4,109+46.3% | $4,738+26.9% | $4,289+40.1% |
| Admin fee / account holder | $3,025 | $1,675+80.6% | $8,948-66.2% | $1,587+90.6% |