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 | $244,530 | $106,515+129.6% | $96,683+152.9% | $139,434+75.4% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 18.62% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $480 | $4,103-88.3% | $3,737-87.2% | $4,751-89.9% |
| Participant deferral / active EE | $3,000 | $5,454-45.0% | $4,878-38.5% | $6,710-55.3% |
| Admin fee / account holder | $1,642 | $7,877-79.2% | $6,730-75.6% | $11,403-85.6% |