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 | $190,289 | $98,750+92.7% | $149,696+27.1% | $79,858+138.3% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.2pp | 69.6%-4.4pp |
| Annual return | 20.58% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $293 | $3,216-90.9% | $4,644-93.7% | $2,471-88.2% |
| Participant deferral / active EE | $5,832 | $5,680+2.7% | $6,842-14.8% | $3,740+55.9% |
| Admin fee / account holder | $7,491 | $6,053+23.8% | $9,309-19.5% | $5,306+41.2% |