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 | $112,435 | $63,346+77.5% | $92,233+21.9% | $70,131+60.3% |
| Participation rate | 47.9% | 68.7%-20.8pp | 76.5%-28.6pp | 69.5%-21.6pp |
| Annual return | 15.17% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $381 | $2,471-84.6% | $3,679-89.6% | $2,342-83.7% |
| Participant deferral / active EE | $3,256 | $2,854+14.1% | $3,897-16.5% | $3,332-2.3% |
| Admin fee / account holder | $7,589 | $3,840+97.6% | $5,194+46.1% | $4,645+63.4% |