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 | $177,234 | $98,750+79.5% | $149,696+18.4% | $79,858+121.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $424 | $3,216-86.8% | $4,644-90.9% | $2,471-82.9% |
| Participant deferral / active EE | $5,682 | $5,6800% | $6,842-16.9% | $3,740+51.9% |
| Admin fee / account holder | $10,523 | $6,053+73.9% | $9,309+13.0% | $5,306+98.3% |