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 | $120,074 | $78,672+52.6% | $109,143+10.0% | $85,850+39.9% |
| Participation rate | 36.8% | 68.3%-31.4pp | 75.9%-39.0pp | 69.3%-32.5pp |
| Annual return | 18.37% | 25.09%-6.7pp | 25.75%-7.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $155 | $2,735-94.3% | $3,722-95.8% | $2,565-94.0% |
| Participant deferral / active EE | $2,423 | $3,467-30.1% | $4,653-47.9% | $3,952-38.7% |
| Admin fee / account holder | $17,169 | $5,469+213.9% | $6,752+154.3% | $6,260+174.3% |