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 | $89,142 | $72,492+23.0% | $87,100+2.3% | $72,985+22.1% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.9%-35.7pp | 69.5%-28.3pp |
| Annual return | 56.91% | 24.46%+32.5pp | 28.19%+28.7pp | 81.00%-24.1pp |
| Employer contribution / active EE | $356 | $1,894-81.2% | $2,521-85.9% | $2,440-85.4% |
| Participant deferral / active EE | $1,939 | $3,270-40.7% | $4,049-52.1% | $3,607-46.2% |
| Admin fee / account holder | $899 | $5,055-82.2% | $7,497-88.0% | $5,124-82.5% |