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 | $130,636 | $172,111-24.1% | $150,298-13.1% | $137,256-4.8% |
| Participation rate | 34.8% | 81.7%-46.9pp | 77.8%-43.0pp | 80.0%-45.2pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $722 | $4,636-84.4% | $4,154-82.6% | $4,156-82.6% |
| Participant deferral / active EE | $3,164 | $6,166-48.7% | $5,453-42.0% | $6,407-50.6% |
| Admin fee / account holder | $20,158 | $16,471+22.4% | $14,116+42.8% | $12,270+64.3% |