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 | $150,776 | $117,841+27.9% | $102,423+47.2% | $145,922+3.3% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 15.25% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $557 | $3,615-84.6% | $3,023-81.6% | $4,660-88.1% |
| Participant deferral / active EE | $2,499 | $5,731-56.4% | $5,053-50.5% | $6,688-62.6% |
| Admin fee / account holder | $3,895 | $13,326-70.8% | $9,451-58.8% | $13,397-70.9% |