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 | $193,875 | $148,534+30.5% | $135,903+42.7% | $139,434+39.0% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 17.43% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,000 | $8,100-63.0% | $7,758-61.3% | $6,710-55.3% |
| Admin fee / account holder | $1,678 | $12,400-86.5% | $10,762-84.4% | $11,403-85.3% |