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 | $168,765 | $102,317+64.9% | $146,958+14.8% | $80,856+108.7% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 20.99% | 134.76%-113.8pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $770 | $3,713-79.3% | $4,933-84.4% | $2,755-72.0% |
| Participant deferral / active EE | $5,452 | $6,644-17.9% | $8,070-32.4% | $4,296+26.9% |
| Admin fee / account holder | $5,991 | $7,941-24.6% | $12,998-53.9% | $6,918-13.4% |