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 | $241,546 | $179,726+34.4% | $156,263+54.6% | $142,382+69.6% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 13.09% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $286 | $5,069-94.4% | $4,333-93.4% | $4,299-93.3% |
| Participant deferral / active EE | $2,557 | $6,956-63.2% | $6,158-58.5% | $6,507-60.7% |
| Admin fee / account holder | $44,553 | $17,272+157.9% | $14,255+212.6% | $12,624+252.9% |