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 | $198,463 | $95,453+107.9% | $112,040+77.1% | $82,448+140.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 14.29% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $92 | $2,318-96.0% | $2,954-96.9% | $2,551-96.4% |
| Participant deferral / active EE | $2,787 | $4,224-34.0% | $5,098-45.3% | $4,139-32.7% |
| Admin fee / account holder | $2,959 | $9,013-67.2% | $12,098-75.5% | $7,234-59.1% |