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 | $184,752 | $94,031+96.5% | $115,768+59.6% | $82,448+124.1% |
| Participation rate | 44.9% | 70.4%-25.5pp | 74.4%-29.5pp | 68.1%-23.1pp |
| Annual return | 13.54% | 20.61%-7.1pp | 100.46%-86.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $456 | $2,323-80.4% | $2,940-84.5% | $2,551-82.1% |
| Participant deferral / active EE | $2,857 | $3,972-28.1% | $4,917-41.9% | $4,139-31.0% |
| Admin fee / account holder | $2,842 | $10,249-72.3% | $12,439-77.2% | $7,234-60.7% |