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 | $102,610 | $84,233+21.8% | $170,442-39.8% | $70,131+46.3% |
| Participation rate | 22.0% | 70.8%-48.8pp | 83.6%-61.6pp | 69.5%-47.5pp |
| Annual return | 13.14% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2 | $3,387-99.9% | $5,433-100.0% | $2,342-99.9% |
| Participant deferral / active EE | $1,113 | $3,086-63.9% | $4,939-77.5% | $3,332-66.6% |
| Admin fee / account holder | $8,539 | $5,698+49.9% | $13,880-38.5% | $4,645+83.8% |