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 | $188,260 | $197,591-4.7% | $177,821+5.9% | $158,922+18.5% |
| Participation rate | 59.1% | 88.5%-29.5pp | 87.7%-28.6pp | 82.0%-22.9pp |
| Annual return | 25.36% | 58.76%-33.4pp | 48.32%-23.0pp | 302.83%-277.5pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,336 | $8,405+11.1% | $7,714+21.0% | $5,982+56.1% |
| Admin fee / account holder | $1,275 | $15,399-91.7% | $12,427-89.7% | $11,246-88.7% |