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 | $137,855 | $103,376+33.4% | $87,100+58.3% | $152,861-9.8% |
| Participation rate | 47.1% | 79.3%-32.3pp | 76.9%-29.8pp | 82.4%-35.4pp |
| Annual return | 15.19% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $537 | $3,220-83.3% | $2,521-78.7% | $4,762-88.7% |
| Participant deferral / active EE | $5,473 | $4,778+14.6% | $4,049+35.2% | $5,850-6.4% |
| Admin fee / account holder | $2,754 | $12,205-77.4% | $7,497-63.3% | $11,596-76.2% |