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 | $182,884 | $83,477+119.1% | $125,175+46.1% | $72,985+150.6% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.8pp |
| Annual return | 21.04% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $185 | $2,345-92.1% | $3,865-95.2% | $2,440-92.4% |
| Participant deferral / active EE | $2,721 | $3,585-24.1% | $4,937-44.9% | $3,607-24.6% |
| Admin fee / account holder | $13,278 | $5,517+140.7% | $9,702+36.9% | $5,124+159.1% |