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 | $94,625+113.6% | $116,228+73.9% | $84,808+138.3% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.6%-43.5pp | 68.3%-37.3pp |
| Annual return | 14.03% | 20.40%-6.4pp | 90.06%-76.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $474 | $2,347-79.8% | $2,994-84.2% | $2,631-82.0% |
| Participant deferral / active EE | $2,550 | $3,972-35.8% | $4,953-48.5% | $4,212-39.5% |
| Admin fee / account holder | $2,082 | $10,091-79.4% | $11,989-82.6% | $7,344-71.6% |