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 | $184,305 | $135,952+35.6% | $123,892+48.8% | $273,961-32.7% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $376 | $5,170-92.7% | $4,617-91.9% | $4,869-92.3% |
| Participant deferral / active EE | $4,400 | $6,343-30.6% | $5,984-26.5% | $5,287-16.8% |
| Admin fee / account holder | $2,474 | $9,817-74.8% | $8,357-70.4% | $10,132-75.6% |