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 | $113,236 | $56,317+101.1% | $71,209+59.0% | $74,304+52.4% |
| Participation rate | 14.9% | 55.1%-40.2pp | 73.8%-58.8pp | 60.3%-45.4pp |
| Annual return | 19.74% | 42.83%-23.1pp | 282.51%-262.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $132 | $2,160-93.9% | $2,721-95.2% | $2,241-94.1% |
| Participant deferral / active EE | $1,095 | $2,788-60.7% | $4,175-73.8% | $3,767-70.9% |
| Admin fee / account holder | $766 | $2,290-66.6% | $5,349-85.7% | $2,969-74.2% |