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 | $139,659 | $112,096+24.6% | $95,952+45.6% | $158,922-12.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.20% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $581 | $3,198-81.8% | $2,541-77.1% | $4,761-87.8% |
| Participant deferral / active EE | $1,801 | $4,784-62.4% | $4,167-56.8% | $5,982-69.9% |
| Admin fee / account holder | $1,491 | $10,130-85.3% | $6,795-78.1% | $11,246-86.7% |