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 | $161,403 | $83,337+93.7% | $67,834+137.9% | $273,961-41.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 68.8%-48.8pp | 83.0%-63.0pp |
| Annual return | 7.95% | 259.45%-251.5pp | 138.47%-130.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $280 | $3,287-91.5% | $2,403-88.3% | $4,869-94.2% |
| Participant deferral / active EE | $3,600 | $4,088-11.9% | $3,160+13.9% | $5,287-31.9% |
| Admin fee / account holder | $1,472 | $6,752-78.2% | $4,622-68.2% | $10,132-85.5% |