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 | $120,277 | $104,251+15.4% | $91,001+32.2% | $147,584-18.5% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.6%-50.6pp | 82.8%-57.8pp |
| Annual return | 20.48% | 27.06%-6.6pp | 4.60%+15.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,400 | $4,195-42.8% | $3,547-32.3% | $5,439-55.9% |
| Admin fee / account holder | $27,811 | $8,948+210.8% | $5,417+413.4% | $10,885+155.5% |