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 | $133,503 | $92,222+44.8% | $76,768+73.9% | $135,375-1.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | 7.84% | 5.46%+2.4pp | 2.43%+5.4pp | 519.73%-511.9pp |
| Employer contribution / active EE | $493 | $3,216-84.7% | $2,485-80.2% | $4,779-89.7% |
| Participant deferral / active EE | $1,486 | $4,509-67.0% | $3,852-61.4% | $5,609-73.5% |
| Admin fee / account holder | $2,938 | $10,748-72.7% | $6,675-56.0% | $10,827-72.9% |