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 | $176,922 | $117,983+50.0% | $101,794+73.8% | $142,382+24.3% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 15.54% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $355 | $2,773-87.2% | $2,289-84.5% | $4,299-91.7% |
| Participant deferral / active EE | $3,618 | $4,714-23.2% | $4,084-11.4% | $6,507-44.4% |
| Admin fee / account holder | $5,515 | $10,433-47.1% | $8,777-37.2% | $12,624-56.3% |