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 | $212,295 | $93,571+126.9% | $135,903+56.2% | $75,163+182.4% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 18.14% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $362 | $3,537-89.8% | $4,856-92.5% | $2,670-86.4% |
| Participant deferral / active EE | $9,528 | $6,404+48.8% | $7,758+22.8% | $4,125+131.0% |
| Admin fee / account holder | $314 | $6,975-95.5% | $10,762-97.1% | $5,651-94.4% |