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 | $129,925 | $107,334+21.0% | $92,893+39.9% | $152,861-15.0% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.4%-65.8pp |
| Annual return | 22.24% | 145.58%-123.3pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $555 | $4,221-86.9% | $3,653-84.8% | $4,762-88.4% |
| Participant deferral / active EE | $4,167 | $4,845-14.0% | $4,236-1.6% | $5,850-28.8% |
| Admin fee / account holder | $1,532 | $7,079-78.4% | $5,794-73.6% | $11,596-86.8% |