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 | $178,205 | $117,841+51.2% | $102,423+74.0% | $145,922+22.1% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 18.99% | 31.65%-12.7pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $324 | $3,615-91.0% | $3,023-89.3% | $4,660-93.0% |
| Participant deferral / active EE | $2,036 | $5,731-64.5% | $5,053-59.7% | $6,688-69.6% |
| Admin fee / account holder | $4,526 | $13,326-66.0% | $9,451-52.1% | $13,397-66.2% |