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 | $127,546 | $89,753+42.1% | $107,525+18.6% | $84,808+50.4% |
| Participation rate | 48.2% | 68.1%-19.8pp | 75.1%-26.8pp | 68.3%-20.1pp |
| Annual return | 17.46% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $680 | $3,113-78.1% | $3,754-81.9% | $2,631-74.1% |
| Participant deferral / active EE | $4,200 | $4,056+3.6% | $5,116-17.9% | $4,212-0.3% |
| Admin fee / account holder | $10,542 | $7,222+46.0% | $8,919+18.2% | $7,344+43.6% |