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 | $139,722 | $77,899+79.4% | $149,673-6.6% | $75,163+85.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 13.77% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $171 | $3,137-94.6% | $4,818-96.5% | $2,670-93.6% |
| Participant deferral / active EE | $3,020 | $3,411-11.4% | $5,680-46.8% | $4,125-26.8% |
| Admin fee / account holder | $20,916 | $5,956+251.1% | $13,210+58.3% | $5,651+270.1% |