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 | $156,828 | $175,202-10.5% | $149,673+4.8% | $139,434+12.5% |
| Participation rate | 20.8% | 83.4%-62.5pp | 78.8%-57.9pp | 80.3%-59.5pp |
| Annual return | 15.14% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $863 | $5,474-84.2% | $4,818-82.1% | $4,751-81.8% |
| Participant deferral / active EE | $2,924 | $6,519-55.1% | $5,680-48.5% | $6,710-56.4% |
| Admin fee / account holder | $1,405 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |