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 | $145,742 | $68,719+112.1% | $91,541+59.2% | $84,808+71.9% |
| Participation rate | 10.7% | 64.5%-53.8pp | 69.8%-59.1pp | 68.3%-57.6pp |
| Annual return | 15.44% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $378 | $1,920-80.3% | $2,505-84.9% | $2,631-85.6% |
| Participant deferral / active EE | $1,534 | $3,136-51.1% | $4,008-61.7% | $4,212-63.6% |
| Admin fee / account holder | $2,274 | $5,786-60.7% | $6,956-67.3% | $7,344-69.0% |