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 | $222,462 | $91,552+143.0% | $133,956+66.1% | $79,858+178.6% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.1pp |
| Annual return | 16.70% | 61.85%-45.1pp | 45.09%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $189 | $2,384-92.1% | $3,919-95.2% | $2,471-92.4% |
| Participant deferral / active EE | $2,593 | $3,733-30.6% | $5,048-48.6% | $3,740-30.7% |
| Admin fee / account holder | $9,311 | $6,321+47.3% | $8,927+4.3% | $5,306+75.5% |