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 | $188,754 | $105,181+79.5% | $159,436+18.4% | $85,850+119.9% |
| Participation rate | 40.8% | 75.8%-34.9pp | 82.8%-42.0pp | 69.3%-28.5pp |
| Annual return | 17.11% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $555 | $3,318-83.3% | $4,829-88.5% | $2,565-78.4% |
| Participant deferral / active EE | $2,707 | $5,945-54.5% | $7,352-63.2% | $3,952-31.5% |
| Admin fee / account holder | $772 | $6,933-88.9% | $10,799-92.9% | $6,260-87.7% |