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 | $171,802 | $86,944+97.6% | $107,525+59.8% | $74,304+131.2% |
| Participation rate | 33.6% | 59.6%-25.9pp | 75.1%-41.4pp | 60.3%-26.7pp |
| Annual return | 15.31% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $460 | $2,757-83.3% | $3,754-87.8% | $2,241-79.5% |
| Participant deferral / active EE | $2,190 | $3,554-38.4% | $5,116-57.2% | $3,767-41.9% |
| Admin fee / account holder | $6,997 | $3,727+87.8% | $8,919-21.6% | $2,969+135.7% |