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 | $193,277 | $117,841+64.0% | $102,423+88.7% | $145,922+32.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.90% | 31.65%-15.8pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $525 | $3,615-85.5% | $3,023-82.6% | $4,660-88.7% |
| Participant deferral / active EE | $2,742 | $5,731-52.1% | $5,053-45.7% | $6,688-59.0% |
| Admin fee / account holder | $1,572 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |