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 | $202,224 | $217,402-7.0% | $185,823+8.8% | $167,490+20.7% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 16.62% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,138 | $5,873-80.6% | $5,167-78.0% | $4,837-76.5% |
| Participant deferral / active EE | $5,505 | $6,356-13.4% | $5,568-1.1% | $6,341-13.2% |
| Admin fee / account holder | $938 | $19,811-95.3% | $16,237-94.2% | $12,309-92.4% |