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 | $192,597 | $64,839+197.0% | $95,585+101.5% | $84,808+127.1% |
| Participation rate | 41.7% | 63.8%-22.2pp | 72.1%-30.4pp | 68.3%-26.6pp |
| Annual return | 16.09% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $345 | $1,759-80.4% | $2,527-86.3% | $2,631-86.9% |
| Participant deferral / active EE | $1,432 | $2,965-51.7% | $4,023-64.4% | $4,212-66.0% |
| Admin fee / account holder | $3,404 | $5,964-42.9% | $6,127-44.4% | $7,344-53.6% |