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 | $96,268 | $144,119-33.2% | $117,854-18.3% | $147,584-34.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 23.84% | 531.15%-507.3pp | 335.08%-311.2pp | 578.55%-554.7pp |
| Employer contribution / active EE | $873 | $4,896-82.2% | $3,786-76.9% | $4,876-82.1% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.8% | $5,439+120.6% |
| Admin fee / account holder | $355 | $10,886-96.7% | $8,020-95.6% | $10,885-96.7% |