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 | $159,969 | $102,966+55.4% | $90,281+77.2% | $152,861+4.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 12.56% | 95.16%-82.6pp | 78.10%-65.5pp | 345.32%-332.8pp |
| Employer contribution / active EE | $136 | $3,139-95.7% | $2,854-95.2% | $4,762-97.1% |
| Participant deferral / active EE | $848 | $4,281-80.2% | $3,885-78.2% | $5,850-85.5% |
| Admin fee / account holder | $625 | $6,171-89.9% | $5,351-88.3% | $11,596-94.6% |