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 | $127,798 | $69,515+83.8% | $86,874+47.1% | $85,850+48.9% |
| Participation rate | 56.9% | 66.3%-9.4pp | 71.6%-14.7pp | 69.3%-12.4pp |
| Annual return | 13.26% | 20.12%-6.9pp | 63.52%-50.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $130 | $1,880-93.1% | $2,495-94.8% | $2,565-94.9% |
| Participant deferral / active EE | $2,912 | $2,919-0.3% | $3,699-21.3% | $3,952-26.3% |
| Admin fee / account holder | $4,101 | $5,972-31.3% | $5,828-29.6% | $6,260-34.5% |