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 | $125,061 | $95,880+30.4% | $107,525+16.3% | $85,563+46.2% |
| Participation rate | 18.2% | 70.1%-51.9pp | 75.1%-56.8pp | 66.0%-47.7pp |
| Annual return | 14.35% | 68.06%-53.7pp | 181.32%-167.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $199 | $3,812-94.8% | $3,754-94.7% | $2,654-92.5% |
| Participant deferral / active EE | $1,491 | $4,201-64.5% | $5,116-70.8% | $4,375-65.9% |
| Admin fee / account holder | $40,155 | $1,025+3815.8% | $8,919+350.2% | $834+4713.6% |