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 | $173,762 | $102,317+69.8% | $146,958+18.2% | $80,856+114.9% |
| Participation rate | 16.7% | 75.8%-59.2pp | 82.2%-65.5pp | 67.6%-51.0pp |
| Annual return | 43.58% | 134.76%-91.2pp | 418.34%-374.8pp | 35.59%+8.0pp |
| Employer contribution / active EE | $177 | $3,713-95.2% | $4,933-96.4% | $2,755-93.6% |
| Participant deferral / active EE | $2,804 | $6,644-57.8% | $8,070-65.3% | $4,296-34.7% |
| Admin fee / account holder | $5,822 | $7,941-26.7% | $12,998-55.2% | $6,918-15.8% |