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 | $197,569 | $94,625+108.8% | $116,228+70.0% | $84,808+133.0% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.6%-10.9pp | 68.3%-4.7pp |
| Annual return | 12.21% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $444 | $2,347-81.1% | $2,994-85.2% | $2,631-83.1% |
| Participant deferral / active EE | $5,251 | $3,972+32.2% | $4,953+6.0% | $4,212+24.7% |
| Admin fee / account holder | $4,507 | $10,091-55.3% | $11,989-62.4% | $7,344-38.6% |