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 | $110,878 | $71,050+56.1% | $93,606+18.5% | $80,856+37.1% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.6%-31.8pp |
| Annual return | 25.03% | 11.26%+13.8pp | 133.20%-108.2pp | 35.59%-10.6pp |
| Employer contribution / active EE | $362 | $1,564-76.9% | $2,420-85.1% | $2,755-86.9% |
| Participant deferral / active EE | $1,339 | $4,034-66.8% | $4,411-69.6% | $4,296-68.8% |
| Admin fee / account holder | $6,610 | $6,945-4.8% | $8,285-20.2% | $6,918-4.5% |