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 | $117,172 | $81,248+44.2% | $155,509-24.7% | $80,856+44.9% |
| Participation rate | 29.7% | 66.2%-36.5pp | 78.2%-48.5pp | 67.6%-37.9pp |
| Annual return | 12.40% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $233 | $3,100-92.5% | $4,672-95.0% | $2,755-91.5% |
| Participant deferral / active EE | $1,210 | $3,452-64.9% | $5,626-78.5% | $4,296-71.8% |
| Admin fee / account holder | $39,771 | $7,997+397.3% | $15,912+149.9% | $6,918+474.9% |