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 | $119,916 | $85,022+41.0% | $70,515+70.1% | $139,434-14.0% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.3%-13.8pp | 80.3%-25.8pp |
| Annual return | 15.48% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,322 | $5,890-77.6% | $4,567-71.1% | $6,710-80.3% |
| Admin fee / account holder | $680 | $8,906-92.4% | $6,412-89.4% | $11,403-94.0% |