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 | $229,070 | $111,754+105.0% | $103,333+121.7% | $145,922+57.0% |
| Participation rate | 45.8% | 77.9%-32.1pp | 74.5%-28.7pp | 80.3%-34.4pp |
| Annual return | 36.45% | 24.77%+11.7pp | 24.88%+11.6pp | 561.29%-524.8pp |
| Employer contribution / active EE | $734 | $4,212-82.6% | $3,868-81.0% | $4,660-84.2% |
| Participant deferral / active EE | $3,005 | $5,619-46.5% | $5,057-40.6% | $6,688-55.1% |
| Admin fee / account holder | $4,229 | $9,750-56.6% | $8,355-49.4% | $13,397-68.4% |