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 | $117,730 | $81,632+44.2% | $70,449+67.1% | $158,922-25.9% |
| Participation rate | 13.0% | 77.7%-64.7pp | 75.1%-62.0pp | 82.0%-68.9pp |
| Annual return | 11.11% | 208.40%-197.3pp | 109.03%-97.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $272 | $3,217-91.5% | $2,737-90.1% | $4,761-94.3% |
| Participant deferral / active EE | $2,575 | $4,554-43.5% | $3,709-30.6% | $5,982-57.0% |
| Admin fee / account holder | $23,200 | $6,193+274.6% | $3,845+503.3% | $11,246+106.3% |