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 | $171,008 | $78,672+117.4% | $109,143+56.7% | $85,850+99.2% |
| Participation rate | 37.9% | 68.3%-30.3pp | 75.9%-37.9pp | 69.3%-31.4pp |
| Annual return | 12.24% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $396 | $2,735-85.5% | $3,722-89.4% | $2,565-84.5% |
| Participant deferral / active EE | $2,643 | $3,467-23.8% | $4,653-43.2% | $3,952-33.1% |
| Admin fee / account holder | $788 | $5,469-85.6% | $6,752-88.3% | $6,260-87.4% |