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 | $193,827 | $79,944+142.5% | $98,439+96.9% | $75,163+157.9% |
| Participation rate | 18.8% | 70.4%-51.6pp | 75.2%-56.4pp | 67.2%-48.4pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,414 | $3,752-35.7% | $4,738-49.0% | $4,125-41.5% |
| Admin fee / account holder | $6,564 | $6,840-4.0% | $8,948-26.6% | $5,651+16.2% |