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 | $112,463 | $78,705+42.9% | $117,854-4.6% | $70,131+60.4% |
| Participation rate | 53.8% | 73.2%-19.3pp | 79.7%-25.8pp | 69.5%-15.7pp |
| Annual return | 20.56% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,453 | $3,297-25.6% | $4,482-45.3% | $3,332-26.4% |
| Admin fee / account holder | $7,186 | $5,065+41.9% | $8,020-10.4% | $4,645+54.7% |