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 | $95,510 | $49,922+91.3% | $80,569+18.5% | $75,163+27.1% |
| Participation rate | 21.4% | 55.3%-33.9pp | 67.0%-45.6pp | 67.2%-45.8pp |
| Annual return | 18.13% | 34.69%-16.6pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $226 | $1,698-86.7% | $2,723-91.7% | $2,670-91.5% |
| Participant deferral / active EE | $945 | $2,990-68.4% | $4,447-78.7% | $4,125-77.1% |
| Admin fee / account holder | $579 | $3,577-83.8% | $5,377-89.2% | $5,651-89.8% |