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 | $235,515 | $102,317+130.2% | $146,958+60.3% | $80,856+191.3% |
| Participation rate | 41.9% | 75.8%-33.9pp | 82.2%-40.2pp | 67.6%-25.7pp |
| Annual return | 13.22% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $787 | $3,713-78.8% | $4,933-84.1% | $2,755-71.4% |
| Participant deferral / active EE | $3,997 | $6,644-39.8% | $8,070-50.5% | $4,296-6.9% |
| Admin fee / account holder | $2,294 | $7,941-71.1% | $12,998-82.4% | $6,918-66.8% |