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 | $222,721 | $78,672+183.1% | $109,143+104.1% | $85,850+159.4% |
| Participation rate | 30.6% | 68.3%-37.7pp | 75.9%-45.3pp | 69.3%-38.8pp |
| Annual return | 13.26% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $109 | $2,735-96.0% | $3,722-97.1% | $2,565-95.8% |
| Participant deferral / active EE | $2,002 | $3,467-42.3% | $4,653-57.0% | $3,952-49.3% |
| Admin fee / account holder | $22,143 | $5,469+304.9% | $6,752+227.9% | $6,260+253.7% |