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 | $159,211 | $178,174-10.6% | $156,181+1.9% | $137,256+16.0% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 15.55% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,542 | $6,888-48.6% | $6,132-42.2% | $6,407-44.7% |
| Admin fee / account holder | $2,243 | $17,404-87.1% | $14,586-84.6% | $12,270-81.7% |