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 | $138,467 | $135,952+1.8% | $123,892+11.8% | $273,961-49.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 266.18% | 56.63%+209.6pp | 47.52%+218.7pp | 41.45%+224.7pp |
| Employer contribution / active EE | $750 | $5,170-85.5% | $4,617-83.7% | $4,869-84.6% |
| Participant deferral / active EE | $5,579 | $6,343-12.0% | $5,984-6.8% | $5,287+5.5% |
| Admin fee / account holder | $4,584 | $9,817-53.3% | $8,357-45.1% | $10,132-54.8% |