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 | $107,629 | $73,933+45.6% | $96,683+11.3% | $75,163+43.2% |
| Participation rate | 27.5% | 66.4%-38.9pp | 74.3%-46.8pp | 67.2%-39.7pp |
| Annual return | 15.09% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $355 | $2,928-87.9% | $3,737-90.5% | $2,670-86.7% |
| Participant deferral / active EE | $2,429 | $3,659-33.6% | $4,878-50.2% | $4,125-41.1% |
| Admin fee / account holder | $3,425 | $5,216-34.3% | $6,730-49.1% | $5,651-39.4% |