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 | $216,963 | $106,515+103.7% | $96,683+124.4% | $139,434+55.6% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 13.51% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $241 | $4,103-94.1% | $3,737-93.6% | $4,751-94.9% |
| Participant deferral / active EE | $3,913 | $5,454-28.2% | $4,878-19.8% | $6,710-41.7% |
| Admin fee / account holder | $8,750 | $7,877+11.1% | $6,730+30.0% | $11,403-23.3% |