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 | $106,672 | $58,726+81.6% | $92,233+15.7% | $62,292+71.2% |
| Participation rate | 53.2% | 68.3%-15.2pp | 76.5%-23.3pp | 69.5%-16.4pp |
| Annual return | 20.16% | 43.62%-23.5pp | 176.28%-156.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $455 | $2,392-81.0% | $3,679-87.6% | $2,042-77.7% |
| Participant deferral / active EE | $3,107 | $2,766+12.3% | $3,897-20.3% | $3,169-2.0% |
| Admin fee / account holder | $7,160 | $556+1186.7% | $5,194+37.9% | $479+1393.7% |