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 | $67,081 | $30,400+120.7% | $53,898+24.5% | $84,808-20.9% |
| Participation rate | 30.3% | 46.4%-16.2pp | 55.0%-24.7pp | 68.3%-38.0pp |
| Annual return | 14.94% | 500.19%-485.3pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $63 | $603-89.5% | $932-93.2% | $2,631-97.6% |
| Participant deferral / active EE | $2,105 | $1,199+75.6% | $1,826+15.3% | $4,212-50.0% |
| Admin fee / account holder | $2,134 | $1,993+7.0% | $2,491-14.3% | $7,344-70.9% |