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 | $222,114 | $98,750+124.9% | $149,696+48.4% | $79,858+178.1% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.5%-34.3pp | 69.6%-21.5pp |
| Annual return | 20.83% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $490 | $3,216-84.8% | $4,644-89.4% | $2,471-80.1% |
| Participant deferral / active EE | $4,902 | $5,680-13.7% | $6,842-28.4% | $3,740+31.1% |
| Admin fee / account holder | $6,205 | $6,053+2.5% | $9,309-33.3% | $5,306+16.9% |