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 | $181,513 | $86,929+108.8% | $102,423+77.2% | $80,856+124.5% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 16.60% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $360 | $2,369-84.8% | $3,023-88.1% | $2,755-86.9% |
| Participant deferral / active EE | $3,513 | $4,118-14.7% | $5,053-30.5% | $4,296-18.2% |
| Admin fee / account holder | $7,580 | $8,049-5.8% | $9,451-19.8% | $6,918+9.6% |