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 | $140,157 | $84,556+65.8% | $116,228+20.6% | $74,304+88.6% |
| Participation rate | 49.6% | 66.0%-16.4pp | 74.6%-24.9pp | 60.3%-10.7pp |
| Annual return | 15.95% | 18.35%-2.4pp | 90.06%-74.1pp | 29.43%-13.5pp |
| Employer contribution / active EE | $471 | $2,168-78.3% | $2,994-84.3% | $2,241-79.0% |
| Participant deferral / active EE | $4,581 | $3,814+20.1% | $4,953-7.5% | $3,767+21.6% |
| Admin fee / account holder | $9,689 | $3,792+155.5% | $11,989-19.2% | $2,969+226.3% |