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 | $165,537 | $201,272-17.8% | $184,203-10.1% | $145,922+13.4% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 13.16% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $780 | $7,022-88.9% | $6,427-87.9% | $4,660-83.3% |
| Participant deferral / active EE | $6,435 | $9,806-34.4% | $9,131-29.5% | $6,688-3.8% |
| Admin fee / account holder | $1,827 | $16,364-88.8% | $13,901-86.9% | $13,397-86.4% |