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 | $109,551 | $63,346+72.9% | $92,233+18.8% | $70,131+56.2% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 19.23% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $331 | $2,471-86.6% | $3,679-91.0% | $2,342-85.9% |
| Participant deferral / active EE | $3,368 | $2,854+18.0% | $3,897-13.6% | $3,332+1.1% |
| Admin fee / account holder | $6,187 | $3,840+61.1% | $5,194+19.1% | $4,645+33.2% |