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 | $217,055 | $162,781+33.3% | $133,956+62.0% | $158,922+36.6% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 5.61% | 41.94%-36.3pp | 45.09%-39.5pp | 302.83%-297.2pp |
| Employer contribution / active EE | $560 | $4,975-88.7% | $3,919-85.7% | $4,761-88.2% |
| Participant deferral / active EE | $5,842 | $5,911-1.2% | $5,048+15.7% | $5,982-2.3% |
| Admin fee / account holder | $314 | $11,736-97.3% | $8,927-96.5% | $11,246-97.2% |