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 | $81,360 | $77,419+5.1% | $69,455+17.1% | $152,861-46.8% |
| Participation rate | 13.3% | 78.1%-64.8pp | 74.6%-61.3pp | 82.4%-69.1pp |
| Annual return | 25.54% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $396 | $3,315-88.1% | $2,779-85.8% | $4,762-91.7% |
| Participant deferral / active EE | $1,802 | $4,414-59.2% | $3,535-49.0% | $5,850-69.2% |
| Admin fee / account holder | $2,235 | $6,207-64.0% | $3,839-41.8% | $11,596-80.7% |