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 | $95,803+107.2% | $113,168+75.4% | $84,808+134.0% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 14.29% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $92 | $2,360-96.1% | $2,975-96.9% | $2,631-96.5% |
| Participant deferral / active EE | $2,787 | $4,242-34.3% | $5,107-45.4% | $4,212-33.8% |
| Admin fee / account holder | $2,959 | $8,989-67.1% | $12,068-75.5% | $7,344-59.7% |