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 | $133,295 | $107,334+24.2% | $92,893+43.5% | $152,861-12.8% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 14.58% | 145.58%-131.0pp | 109.41%-94.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,066 | $4,845+45.9% | $4,236+66.8% | $5,850+20.8% |
| Admin fee / account holder | $4,009 | $7,079-43.4% | $5,794-30.8% | $11,596-65.4% |