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 | $181,769 | $86,929+109.1% | $102,423+77.5% | $80,856+124.8% |
| Participation rate | 69.6% | 72.4%-2.8pp | 76.5%-6.9pp | 67.6%+1.9pp |
| Annual return | 14.80% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $433 | $2,369-81.7% | $3,023-85.7% | $2,755-84.3% |
| Participant deferral / active EE | $2,326 | $4,118-43.5% | $5,053-54.0% | $4,296-45.9% |
| Admin fee / account holder | $7,284 | $8,049-9.5% | $9,451-22.9% | $6,918+5.3% |