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 | $220,734 | $165,335+33.5% | $149,696+47.5% | $158,922+38.9% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 8.92% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,068 | $7,181+12.4% | $6,842+17.9% | $5,982+34.9% |
| Admin fee / account holder | $2,920 | $10,807-73.0% | $9,309-68.6% | $11,246-74.0% |