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 | $151,930 | $71,050+113.8% | $93,606+62.3% | $80,856+87.9% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.6%-11.4pp |
| Annual return | 14.74% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $183 | $1,564-88.3% | $2,420-92.5% | $2,755-93.4% |
| Participant deferral / active EE | $3,855 | $4,034-4.4% | $4,411-12.6% | $4,296-10.3% |
| Admin fee / account holder | $2,678 | $6,945-61.4% | $8,285-67.7% | $6,918-61.3% |