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 | $208,079 | $172,111+20.9% | $150,298+38.4% | $137,256+51.6% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 11.90% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $173 | $4,636-96.3% | $4,154-95.8% | $4,156-95.8% |
| Participant deferral / active EE | $2,916 | $6,166-52.7% | $5,453-46.5% | $6,407-54.5% |
| Admin fee / account holder | $4,013 | $16,471-75.6% | $14,116-71.6% | $12,270-67.3% |