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 | $132,309 | $106,890+23.8% | $84,015+57.5% | $152,861-13.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 22.66% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $293 | $2,734-89.3% | $1,983-85.2% | $4,762-93.8% |
| Participant deferral / active EE | $1,542 | $4,011-61.6% | $3,239-52.4% | $5,850-73.6% |
| Admin fee / account holder | $431 | $8,285-94.8% | $6,101-92.9% | $11,596-96.3% |