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 | $109,106 | $54,541+100.0% | $78,778+38.5% | $70,131+55.6% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.2%-39.9pp | 69.5%-40.3pp |
| Annual return | 18.40% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $52 | $1,089-95.2% | $1,986-97.4% | $2,342-97.8% |
| Participant deferral / active EE | $1,911 | $2,210-13.5% | $2,958-35.4% | $3,332-42.6% |
| Admin fee / account holder | $2,404 | $3,709-35.2% | $5,134-53.2% | $4,645-48.2% |