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 | $140,812 | $105,998+32.8% | $92,233+52.7% | $147,584-4.6% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 11.92% | 50.05%-38.1pp | 176.28%-164.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $604 | $4,333-86.1% | $3,679-83.6% | $4,876-87.6% |
| Participant deferral / active EE | $1,238 | $4,478-72.4% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $17,470 | $6,332+175.9% | $5,194+236.4% | $10,885+60.5% |