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 | $92,790 | $88,083+5.3% | $164,813-43.7% | $74,495+24.6% |
| Participation rate | 29.5% | 73.0%-43.5pp | 78.6%-49.1pp | 67.2%-37.7pp |
| Annual return | 14.39% | 17.26%-2.9pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $721 | $2,593-72.2% | $4,341-83.4% | $2,623-72.5% |
| Participant deferral / active EE | $2,318 | $4,498-48.5% | $6,031-61.6% | $4,346-46.7% |
| Admin fee / account holder | $8,022 | $2,234+259.2% | $12,690-36.8% | $1,942+313.2% |