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 | $120,175 | $89,355+34.5% | $141,162-14.9% | $72,985+64.7% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 22.05% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4 | $3,114-99.9% | $4,735-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $3,757 | $5,418-30.7% | $6,709-44.0% | $3,607+4.1% |
| Admin fee / account holder | $13,266 | $5,958+122.6% | $10,261+29.3% | $5,124+158.9% |