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 | $129,381 | $127,065+1.8% | $113,168+14.3% | $142,382-9.1% |
| Participation rate | 61.1% | 79.2%-18.1pp | 76.6%-15.5pp | 80.1%-19.0pp |
| Annual return | 27.17% | 24.03%+3.1pp | 24.27%+2.9pp | 217.08%-189.9pp |
| Employer contribution / active EE | $442 | $3,442-87.2% | $2,975-85.2% | $4,299-89.7% |
| Participant deferral / active EE | $5,087 | $5,716-11.0% | $5,107-0.4% | $6,507-21.8% |
| Admin fee / account holder | $54,013 | $15,736+243.2% | $12,068+347.6% | $12,624+327.9% |