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 | $178,522 | $102,317+74.5% | $146,958+21.5% | $80,856+120.8% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.2%-17.4pp | 67.6%-2.9pp |
| Annual return | 12.46% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $667 | $3,713-82.0% | $4,933-86.5% | $2,755-75.8% |
| Participant deferral / active EE | $5,623 | $6,644-15.4% | $8,070-30.3% | $4,296+30.9% |
| Admin fee / account holder | $22,911 | $7,941+188.5% | $12,998+76.3% | $6,918+231.2% |