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 | $220,674 | $86,944+153.8% | $107,525+105.2% | $74,304+197.0% |
| Participation rate | 22.3% | 59.6%-37.3pp | 75.1%-52.8pp | 60.3%-38.1pp |
| Annual return | 16.44% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $425 | $2,757-84.6% | $3,754-88.7% | $2,241-81.0% |
| Participant deferral / active EE | $1,703 | $3,554-52.1% | $5,116-66.7% | $3,767-54.8% |
| Admin fee / account holder | $4,642 | $3,727+24.6% | $8,919-48.0% | $2,969+56.3% |