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 | $153,277 | $89,753+70.8% | $107,525+42.6% | $84,808+80.7% |
| Participation rate | 59.6% | 68.1%-8.4pp | 75.1%-15.5pp | 68.3%-8.7pp |
| Annual return | 14.56% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $356 | $3,113-88.6% | $3,754-90.5% | $2,631-86.5% |
| Participant deferral / active EE | $4,483 | $4,056+10.5% | $5,116-12.4% | $4,212+6.4% |
| Admin fee / account holder | $2,854 | $7,222-60.5% | $8,919-68.0% | $7,344-61.1% |