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 | $209,787 | $117,983+77.8% | $101,794+106.1% | $142,382+47.3% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 10.43% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $203 | $2,773-92.7% | $2,289-91.1% | $4,299-95.3% |
| Participant deferral / active EE | $3,067 | $4,714-34.9% | $4,084-24.9% | $6,507-52.9% |
| Admin fee / account holder | $2,922 | $10,433-72.0% | $8,777-66.7% | $12,624-76.8% |