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 | $226,437 | $91,552+147.3% | $133,956+69.0% | $79,858+183.6% |
| Participation rate | 16.0% | 73.3%-57.3pp | 79.8%-63.8pp | 69.6%-53.6pp |
| Annual return | 15.88% | 61.85%-46.0pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $369 | $2,384-84.5% | $3,919-90.6% | $2,471-85.1% |
| Participant deferral / active EE | $2,031 | $3,733-45.6% | $5,048-59.8% | $3,740-45.7% |
| Admin fee / account holder | $1,200 | $6,321-81.0% | $8,927-86.6% | $5,306-77.4% |