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 | $74,114 | $46,869+58.1% | $122,332-39.4% | $70,131+5.7% |
| Participation rate | 22.8% | 58.2%-35.4pp | 71.6%-48.8pp | 69.5%-46.7pp |
| Annual return | 18.20% | 24.22%-6.0pp | 30.27%-12.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $227 | $1,288-82.3% | $4,050-94.4% | $2,342-90.3% |
| Participant deferral / active EE | $1,031 | $2,166-52.4% | $3,287-68.6% | $3,332-69.1% |
| Admin fee / account holder | $663 | $3,322-80.0% | $5,478-87.9% | $4,645-85.7% |