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 | $222,893 | $177,572+25.5% | $154,803+44.0% | $142,382+56.5% |
| Participation rate | 34.8% | 82.1%-47.3pp | 78.1%-43.3pp | 80.1%-45.3pp |
| Annual return | 19.95% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $880 | $4,810-81.7% | $4,305-79.6% | $4,299-79.5% |
| Participant deferral / active EE | $4,018 | $6,272-35.9% | $5,540-27.5% | $6,507-38.3% |
| Admin fee / account holder | $9,452 | $16,786-43.7% | $14,329-34.0% | $12,624-25.1% |