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 | $109,014 | $95,416+14.3% | $185,823-41.3% | $85,850+27.0% |
| Participation rate | 28.6% | 68.8%-40.2pp | 81.7%-53.1pp | 69.3%-40.7pp |
| Annual return | 16.49% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $246 | $3,314-92.6% | $5,167-95.2% | $2,565-90.4% |
| Participant deferral / active EE | $1,461 | $3,423-57.3% | $5,568-73.8% | $3,952-63.0% |
| Admin fee / account holder | $9,704 | $7,213+34.5% | $16,237-40.2% | $6,260+55.0% |