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 | $188,567 | $58,512+222.3% | $84,015+124.4% | $72,985+158.4% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.0%-17.0pp | 69.5%-17.5pp |
| Annual return | 29.03% | 28.93%+0.1pp | 71.31%-42.3pp | 81.00%-52.0pp |
| Employer contribution / active EE | $10 | $1,163-99.2% | $1,983-99.5% | $2,440-99.6% |
| Participant deferral / active EE | $3,928 | $2,394+64.1% | $3,239+21.3% | $3,607+8.9% |
| Admin fee / account holder | $10,636 | $4,569+132.8% | $6,101+74.3% | $5,124+107.6% |