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 | $121,236 | $115,770+4.7% | $101,248+19.7% | $158,922-23.7% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 16.41% | 56.14%-39.7pp | 46.47%-30.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $414 | $4,175-90.1% | $3,660-88.7% | $4,761-91.3% |
| Participant deferral / active EE | $3,250 | $4,957-34.4% | $4,370-25.6% | $5,982-45.7% |
| Admin fee / account holder | $3,152 | $7,245-56.5% | $5,945-47.0% | $11,246-72.0% |