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 | $244,661 | $124,281+96.9% | $109,143+124.2% | $167,490+46.1% |
| Participation rate | 14.3% | 79.4%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 23.20% | 26.04%-2.8pp | 25.75%-2.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $441 | $4,207-89.5% | $3,722-88.1% | $4,837-90.9% |
| Participant deferral / active EE | $3,571 | $5,255-32.0% | $4,653-23.2% | $6,341-43.7% |
| Admin fee / account holder | $2,531 | $7,970-68.2% | $6,752-62.5% | $12,309-79.4% |