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 | $199,098 | $85,022+134.2% | $70,515+182.3% | $139,434+42.8% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 11.77% | 30.38%-18.6pp | 32.77%-21.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $109 | $3,909-97.2% | $2,973-96.3% | $4,751-97.7% |
| Participant deferral / active EE | $6,828 | $5,890+15.9% | $4,567+49.5% | $6,710+1.8% |
| Admin fee / account holder | $25,899 | $8,906+190.8% | $6,412+303.9% | $11,403+127.1% |