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 8-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 | $235,025 | $110,261+113.2% | $95,745+145.5% | $139,434+68.6% |
| Participation rate | 16.7% | 75.8%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 19.89% | 27.11%-7.2pp | 28.35%-8.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $287 | $3,257-91.2% | $2,835-89.9% | $4,751-94.0% |
| Participant deferral / active EE | $2,000 | $4,676-57.2% | $4,245-52.9% | $6,710-70.2% |
| Admin fee / account holder | $1,496 | $6,613-77.4% | $5,678-73.7% | $11,403-86.9% |