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 | $106,867 | $105,998+0.8% | $92,233+15.9% | $147,584-27.6% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 20.90% | 50.05%-29.1pp | 176.28%-155.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $559 | $4,333-87.1% | $3,679-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $3,789 | $4,478-15.4% | $3,897-2.8% | $5,439-30.3% |
| Admin fee / account holder | $1,514 | $6,332-76.1% | $5,194-70.9% | $10,885-86.1% |