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 | $113,759 | $99,032+14.9% | $80,019+42.2% | $135,375-16.0% |
| Participation rate | 23.1% | 78.4%-55.3pp | 75.8%-52.8pp | 82.6%-59.6pp |
| Annual return | 7.20% | 15.39%-8.2pp | 11.22%-4.0pp | 519.73%-512.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,912 | $4,282-55.4% | $3,686-48.1% | $5,609-65.9% |
| Admin fee / account holder | $1,151 | $10,436-89.0% | $6,521-82.3% | $10,827-89.4% |