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 | $171,169 | $138,065+24.0% | $123,544+38.5% | $135,375+26.4% |
| Participation rate | 21.1% | 84.7%-63.7pp | 82.3%-61.2pp | 82.6%-61.6pp |
| Annual return | -3.21% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $657 | $5,151-87.3% | $4,628-85.8% | $4,779-86.3% |
| Participant deferral / active EE | $3,119 | $6,799-54.1% | $6,426-51.5% | $5,609-44.4% |
| Admin fee / account holder | $677 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |