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 | $176,567 | $61,605+186.6% | $112,229+57.3% | $75,163+134.9% |
| Participation rate | 16.1% | 61.7%-45.6pp | 72.4%-56.3pp | 67.2%-51.1pp |
| Annual return | 21.88% | 28.47%-6.6pp | 30.20%-8.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $336 | $2,015-83.3% | $3,430-90.2% | $2,670-87.4% |
| Participant deferral / active EE | $2,192 | $3,108-29.5% | $4,798-54.3% | $4,125-46.9% |
| Admin fee / account holder | $11,866 | $4,862+144.0% | $7,748+53.1% | $5,651+110.0% |