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 | $169,377 | $110,257+53.6% | $96,544+75.4% | $139,434+21.5% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 11.33% | 26.32%-15.0pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $669 | $3,620-81.5% | $2,965-77.4% | $4,751-85.9% |
| Participant deferral / active EE | $2,528 | $5,548-54.4% | $4,851-47.9% | $6,710-62.3% |
| Admin fee / account holder | $22,626 | $11,591+95.2% | $8,252+174.2% | $11,403+98.4% |