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 | $175,911 | $106,515+65.2% | $96,683+81.9% | $139,434+26.2% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 21.76% | 38.43%-16.7pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $427 | $4,103-89.6% | $3,737-88.6% | $4,751-91.0% |
| Participant deferral / active EE | $3,196 | $5,454-41.4% | $4,878-34.5% | $6,710-52.4% |
| Admin fee / account holder | $9,853 | $7,877+25.1% | $6,730+46.4% | $11,403-13.6% |