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 | $246,349 | $117,841+109.1% | $102,423+140.5% | $145,922+68.8% |
| Participation rate | 18.2% | 78.6%-60.4pp | 76.5%-58.3pp | 80.3%-62.1pp |
| Annual return | 13.04% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $784 | $3,615-78.3% | $3,023-74.1% | $4,660-83.2% |
| Participant deferral / active EE | $2,520 | $5,731-56.0% | $5,053-50.1% | $6,688-62.3% |
| Admin fee / account holder | $6,581 | $13,326-50.6% | $9,451-30.4% | $13,397-50.9% |