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 | $214,285 | $95,803+123.7% | $113,168+89.4% | $84,808+152.7% |
| Participation rate | 25.5% | 72.9%-47.4pp | 76.6%-51.1pp | 68.3%-42.8pp |
| Annual return | 15.91% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $548 | $2,360-76.8% | $2,975-81.6% | $2,631-79.2% |
| Participant deferral / active EE | $2,319 | $4,242-45.3% | $5,107-54.6% | $4,212-44.9% |
| Admin fee / account holder | $13,346 | $8,989+48.5% | $12,068+10.6% | $7,344+81.7% |