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 | $96,458 | $70,669+36.5% | $169,368-43.0% | $75,163+28.3% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.1%-37.1pp | 67.2%-27.2pp |
| Annual return | 15.97% | 36.36%-20.4pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $378 | $2,211-82.9% | $4,013-90.6% | $2,670-85.8% |
| Participant deferral / active EE | $3,202 | $4,311-25.7% | $6,221-48.5% | $4,125-22.4% |
| Admin fee / account holder | $1,330 | $5,402-75.4% | $9,003-85.2% | $5,651-76.5% |