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 | $191,709 | $109,881+74.5% | $150,045+27.8% | $84,808+126.1% |
| Participation rate | 44.4% | 76.1%-31.6pp | 82.3%-37.9pp | 68.3%-23.9pp |
| Annual return | 16.33% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $553 | $3,561-84.5% | $4,693-88.2% | $2,631-79.0% |
| Participant deferral / active EE | $7,155 | $6,636+7.8% | $7,997-10.5% | $4,212+69.9% |
| Admin fee / account holder | $15,592 | $8,568+82.0% | $13,435+16.1% | $7,344+112.3% |