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 | $158,239 | $71,050+122.7% | $93,606+69.0% | $80,856+95.7% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.6%-32.3pp |
| Annual return | 12.72% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $294 | $1,564-81.2% | $2,420-87.8% | $2,755-89.3% |
| Participant deferral / active EE | $1,965 | $4,034-51.3% | $4,411-55.5% | $4,296-54.3% |
| Admin fee / account holder | $10,178 | $6,945+46.6% | $8,285+22.8% | $6,918+47.1% |