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 | $133,112 | $106,515+25.0% | $96,683+37.7% | $139,434-4.5% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 12.87% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $628 | $4,103-84.7% | $3,737-83.2% | $4,751-86.8% |
| Participant deferral / active EE | $1,638 | $5,454-70.0% | $4,878-66.4% | $6,710-75.6% |
| Admin fee / account holder | $11,047 | $7,877+40.2% | $6,730+64.2% | $11,403-3.1% |