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 | $190,114 | $114,381+66.2% | $107,525+76.8% | $142,382+33.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 12.40% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $416 | $4,015-89.6% | $3,754-88.9% | $4,299-90.3% |
| Participant deferral / active EE | $6,666 | $5,564+19.8% | $5,116+30.3% | $6,507+2.4% |
| Admin fee / account holder | $59,357 | $9,860+502.0% | $8,919+565.5% | $12,624+370.2% |