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 | $122,151 | $118,680+2.9% | $98,907+23.5% | $158,922-23.1% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 10.63% | 372.35%-361.7pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $295 | $3,333-91.1% | $2,689-89.0% | $4,761-93.8% |
| Participant deferral / active EE | $1,391 | $5,088-72.7% | $4,244-67.2% | $5,982-76.8% |
| Admin fee / account holder | $7,462 | $10,131-26.3% | $6,642+12.4% | $11,246-33.6% |