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 | $90,923 | $29,667+206.5% | $56,441+61.1% | $80,874+12.4% |
| Participation rate | 41.8% | 41.7%+0.1pp | 52.5%-10.7pp | 67.6%-25.8pp |
| Annual return | 12.00% | 35.22%-23.2pp | 1704.21%-1692.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $55 | $669-91.7% | $1,039-94.7% | $2,756-98.0% |
| Participant deferral / active EE | $956 | $1,227-22.1% | $1,953-51.0% | $4,297-77.7% |
| Admin fee / account holder | $883 | $2,429-63.6% | $2,829-68.8% | $6,935-87.3% |