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 | $31,563 | $181,894-82.6% | $156,549-79.8% | $273,961-88.5% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 135.59% | 30.74%+104.9pp | 32.23%+103.4pp | 41.45%+94.1pp |
| Employer contribution / active EE | $1,112 | $6,248-82.2% | $5,501-79.8% | $4,869-77.2% |
| Participant deferral / active EE | $5,883 | $5,550+6.0% | $4,871+20.8% | $5,287+11.3% |
| Admin fee / account holder | $525 | $15,559-96.6% | $13,027-96.0% | $10,132-94.8% |