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 | $202,072 | $94,031+114.9% | $115,768+74.5% | $82,448+145.1% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.4%-43.4pp | 68.1%-37.0pp |
| Annual return | 14.03% | 20.61%-6.6pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $474 | $2,323-79.6% | $2,940-83.9% | $2,551-81.4% |
| Participant deferral / active EE | $2,550 | $3,972-35.8% | $4,917-48.1% | $4,139-38.4% |
| Admin fee / account holder | $2,082 | $10,249-79.7% | $12,439-83.3% | $7,234-71.2% |