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 | $112,013 | $198,466-43.6% | $170,442-34.3% | $147,584-24.1% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 11.03% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $907 | $6,184-85.3% | $5,433-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $2,542 | $5,629-54.8% | $4,939-48.5% | $5,439-53.3% |
| Admin fee / account holder | $47,229 | $16,852+180.3% | $13,880+240.3% | $10,885+333.9% |