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 | $179,058 | $165,984+7.9% | $164,813+8.6% | $145,922+22.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 11.25% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $944 | $5,273-82.1% | $4,341-78.3% | $4,660-79.7% |
| Participant deferral / active EE | $4,147 | $6,959-40.4% | $6,031-31.2% | $6,688-38.0% |
| Admin fee / account holder | $1,924 | $16,648-88.4% | $12,690-84.8% | $13,397-85.6% |