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 | $112,472 | $110,257+2.0% | $96,544+16.5% | $139,434-19.3% |
| Participation rate | 39.1% | 78.1%-39.0pp | 76.0%-36.8pp | 80.3%-41.2pp |
| Annual return | 12.27% | 26.32%-14.0pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $716 | $3,620-80.2% | $2,965-75.9% | $4,751-84.9% |
| Participant deferral / active EE | $2,602 | $5,548-53.1% | $4,851-46.4% | $6,710-61.2% |
| Admin fee / account holder | $4,977 | $11,591-57.1% | $8,252-39.7% | $11,403-56.4% |