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 | $213,369 | $68,547+211.3% | $120,354+77.3% | $80,856+163.9% |
| Participation rate | 20.5% | 61.6%-41.1pp | 71.9%-51.5pp | 67.6%-47.2pp |
| Annual return | 18.74% | 23.60%-4.9pp | 107.15%-88.4pp | 35.59%-16.9pp |
| Employer contribution / active EE | $422 | $2,051-79.4% | $3,463-87.8% | $2,755-84.7% |
| Participant deferral / active EE | $2,500 | $3,173-21.2% | $4,991-49.9% | $4,296-41.8% |
| Admin fee / account holder | $42,424 | $5,732+640.1% | $9,423+350.2% | $6,918+513.2% |