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 | $149,376 | $110,261+35.5% | $95,745+56.0% | $139,434+7.1% |
| Participation rate | 41.2% | 75.8%-34.6pp | 72.3%-31.1pp | 80.3%-39.1pp |
| Annual return | 15.13% | 27.11%-12.0pp | 28.35%-13.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $259 | $3,257-92.0% | $2,835-90.9% | $4,751-94.5% |
| Participant deferral / active EE | $1,460 | $4,676-68.8% | $4,245-65.6% | $6,710-78.2% |
| Admin fee / account holder | $922 | $6,613-86.1% | $5,678-83.8% | $11,403-91.9% |