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 | $120,713 | $41,078+193.9% | $80,569+49.8% | $71,457+68.9% |
| Participation rate | 23.5% | 50.2%-26.7pp | 67.0%-43.5pp | 67.9%-44.4pp |
| Annual return | 15.54% | 38.45%-22.9pp | 935.43%-919.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $147 | $1,506-90.3% | $2,723-94.6% | $2,588-94.3% |
| Participant deferral / active EE | $3,101 | $2,699+14.9% | $4,447-30.3% | $4,289-27.7% |
| Admin fee / account holder | $2,841 | $1,840+54.3% | $5,377-47.2% | $1,587+79.0% |