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 5-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 | $124,072 | $98,750+25.6% | $149,696-17.1% | $79,858+55.4% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.8pp |
| Annual return | 14.28% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $470 | $3,216-85.4% | $4,644-89.9% | $2,471-81.0% |
| Participant deferral / active EE | $2,660 | $5,680-53.2% | $6,842-61.1% | $3,740-28.9% |
| Admin fee / account holder | $1,824 | $6,053-69.9% | $9,309-80.4% | $5,306-65.6% |