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 | $128,326 | $95,971+33.7% | $74,550+72.1% | $135,375-5.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 1.34% | 56.96%-55.6pp | 32.53%-31.2pp | 519.73%-518.4pp |
| Employer contribution / active EE | $127 | $2,716-95.3% | $1,961-93.5% | $4,779-97.3% |
| Participant deferral / active EE | $4,175 | $3,843+8.6% | $3,108+34.3% | $5,609-25.6% |
| Admin fee / account holder | $7,167 | $6,522+9.9% | $5,060+41.6% | $10,827-33.8% |