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 | $177,319 | $117,983+50.3% | $101,794+74.2% | $142,382+24.5% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.2%-21.4pp | 80.1%-32.3pp |
| Annual return | 12.23% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $258 | $2,773-90.7% | $2,289-88.7% | $4,299-94.0% |
| Participant deferral / active EE | $2,359 | $4,714-50.0% | $4,084-42.2% | $6,507-63.7% |
| Admin fee / account holder | $5,274 | $10,433-49.5% | $8,777-39.9% | $12,624-58.2% |