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 | $134,921 | $92,222+46.3% | $76,768+75.8% | $135,375-0.3% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | 17.30% | 5.46%+11.8pp | 2.43%+14.9pp | 519.73%-502.4pp |
| Employer contribution / active EE | $452 | $3,216-85.9% | $2,485-81.8% | $4,779-90.5% |
| Participant deferral / active EE | $2,490 | $4,509-44.8% | $3,852-35.4% | $5,609-55.6% |
| Admin fee / account holder | $60,823 | $10,748+465.9% | $6,675+811.2% | $10,827+461.8% |