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 | $90,852 | $63,346+43.4% | $92,233-1.5% | $70,131+29.5% |
| Participation rate | 17.0% | 68.7%-51.7pp | 76.5%-59.5pp | 69.5%-52.6pp |
| Annual return | 17.37% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $425 | $2,471-82.8% | $3,679-88.4% | $2,342-81.8% |
| Participant deferral / active EE | $1,286 | $2,854-54.9% | $3,897-67.0% | $3,332-61.4% |
| Admin fee / account holder | $623 | $3,840-83.8% | $5,194-88.0% | $4,645-86.6% |