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 | $179,222 | $80,968+121.3% | $96,544+85.6% | $75,163+138.4% |
| Participation rate | 41.0% | 71.8%-30.7pp | 76.0%-34.9pp | 67.2%-26.2pp |
| Annual return | 14.34% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $400 | $2,282-82.5% | $2,965-86.5% | $2,670-85.0% |
| Participant deferral / active EE | $2,928 | $3,928-25.5% | $4,851-39.6% | $4,125-29.0% |
| Admin fee / account holder | $8,524 | $6,724+26.8% | $8,252+3.3% | $5,651+50.8% |