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 | $85,578 | $34,934+145.0% | $56,411+51.7% | $74,495+14.9% |
| Participation rate | 21.6% | 32.8%-11.3pp | 52.5%-30.9pp | 67.2%-45.6pp |
| Annual return | 15.05% | 25.94%-10.9pp | 1701.33%-1686.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $41 | $609-93.2% | $1,039-96.0% | $2,623-98.4% |
| Participant deferral / active EE | $1,375 | $1,170+17.5% | $1,952-29.6% | $4,346-68.4% |
| Admin fee / account holder | $4,404 | $2,364+86.3% | $2,829+55.7% | $1,942+126.8% |