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 | $203,459 | $137,414+48.1% | $189,513+7.4% | $85,850+137.0% |
| Participation rate | 36.7% | 84.6%-47.9pp | 87.8%-51.1pp | 69.3%-32.6pp |
| Annual return | 12.16% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,119 | $4,344-74.3% | $6,162-81.8% | $2,565-56.4% |
| Participant deferral / active EE | $3,819 | $6,260-39.0% | $8,221-53.6% | $3,952-3.4% |
| Admin fee / account holder | $2,380 | $8,630-72.4% | $12,045-80.2% | $6,260-62.0% |