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 | $125,498 | $49,915+151.4% | $154,803-18.9% | $74,304+68.9% |
| Participation rate | 13.7% | 54.0%-40.3pp | 78.1%-64.4pp | 60.3%-46.7pp |
| Annual return | 16.77% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $220 | $1,611-86.3% | $4,305-94.9% | $2,241-90.2% |
| Participant deferral / active EE | $772 | $2,255-65.8% | $5,540-86.1% | $3,767-79.5% |
| Admin fee / account holder | $752 | $2,189-65.6% | $14,329-94.7% | $2,969-74.7% |