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 | $130,352 | $81,208+60.5% | $98,907+31.8% | $79,858+63.2% |
| Participation rate | 46.7% | 72.5%-25.8pp | 76.0%-29.4pp | 69.6%-23.0pp |
| Annual return | 12.24% | 60.99%-48.8pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $321 | $1,960-83.6% | $2,689-88.1% | $2,471-87.0% |
| Participant deferral / active EE | $1,460 | $3,265-55.3% | $4,244-65.6% | $3,740-61.0% |
| Admin fee / account holder | $26,415 | $6,013+339.3% | $6,642+297.7% | $5,306+397.8% |