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 | $222,993 | $111,724+99.6% | $93,606+138.2% | $145,922+52.8% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.7pp |
| Annual return | 10.27% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $545 | $3,090-82.3% | $2,420-77.5% | $4,660-88.3% |
| Participant deferral / active EE | $3,876 | $4,912-21.1% | $4,411-12.1% | $6,688-42.0% |
| Admin fee / account holder | $8,712 | $10,250-15.0% | $8,285+5.2% | $13,397-35.0% |