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 | $97,205 | $60,323+61.1% | $81,812+18.8% | $74,495+30.5% |
| Participation rate | 29.0% | 62.9%-33.9pp | 72.3%-43.3pp | 67.2%-38.2pp |
| Annual return | 15.39% | 16.90%-1.5pp | 773.79%-758.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $151 | $2,620-94.2% | $2,912-94.8% | $2,623-94.2% |
| Participant deferral / active EE | $1,227 | $3,387-63.8% | $4,319-71.6% | $4,346-71.8% |
| Admin fee / account holder | $1,723 | $1,486+16.0% | $7,386-76.7% | $1,942-11.3% |