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 | $80,351 | $63,346+26.8% | $92,233-12.9% | $70,131+14.6% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 19.19% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $311 | $2,471-87.4% | $3,679-91.6% | $2,342-86.7% |
| Participant deferral / active EE | $3,108 | $2,854+8.9% | $3,897-20.2% | $3,332-6.7% |
| Admin fee / account holder | $1,486 | $3,840-61.3% | $5,194-71.4% | $4,645-68.0% |