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 | $154,861 | $56,053+176.3% | $75,972+103.8% | $80,856+91.5% |
| Participation rate | 48.1% | 62.0%-13.9pp | 69.1%-20.9pp | 67.6%-19.5pp |
| Annual return | 13.66% | 20.53%-6.9pp | 359.55%-345.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $370 | $1,874-80.2% | $2,685-86.2% | $2,755-86.6% |
| Participant deferral / active EE | $3,257 | $3,052+6.7% | $4,255-23.5% | $4,296-24.2% |
| Admin fee / account holder | $2,745 | $5,234-47.5% | $6,467-57.5% | $6,918-60.3% |