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 | $138,026 | $115,770+19.2% | $101,248+36.3% | $158,922-13.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.92% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $21 | $4,175-99.5% | $3,660-99.4% | $4,761-99.6% |
| Participant deferral / active EE | $6,443 | $4,957+30.0% | $4,370+47.4% | $5,982+7.7% |
| Admin fee / account holder | $15,690 | $7,245+116.6% | $5,945+163.9% | $11,246+39.5% |