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 | $183,486 | $65,365+180.7% | $92,893+97.5% | $72,985+151.4% |
| Participation rate | 35.6% | 68.3%-32.7pp | 76.0%-40.4pp | 69.5%-33.9pp |
| Annual return | 19.74% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $432 | $2,594-83.3% | $3,653-88.2% | $2,440-82.3% |
| Participant deferral / active EE | $2,376 | $3,128-24.1% | $4,236-43.9% | $3,607-34.1% |
| Admin fee / account holder | $25,159 | $4,251+491.8% | $5,794+334.2% | $5,124+391.0% |