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 | $73,113 | $63,346+15.4% | $92,233-20.7% | $70,131+4.3% |
| Participation rate | 38.9% | 68.7%-29.8pp | 76.5%-37.6pp | 69.5%-30.7pp |
| Annual return | 14.74% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $145 | $2,471-94.1% | $3,679-96.1% | $2,342-93.8% |
| Participant deferral / active EE | $1,446 | $2,854-49.3% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $734 | $3,840-80.9% | $5,194-85.9% | $4,645-84.2% |