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 | $109,313 | $78,672+38.9% | $109,143+0.2% | $85,850+27.3% |
| Participation rate | 55.9% | 68.3%-12.4pp | 75.9%-20.0pp | 69.3%-13.4pp |
| Annual return | 12.83% | 25.09%-12.3pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $642 | $2,735-76.5% | $3,722-82.7% | $2,565-75.0% |
| Participant deferral / active EE | $2,852 | $3,467-17.8% | $4,653-38.7% | $3,952-27.8% |
| Admin fee / account holder | $25,520 | $5,469+366.6% | $6,752+277.9% | $6,260+307.7% |