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 | $165,301 | $127,777+29.4% | $106,548+55.1% | $167,490-1.3% |
| Participation rate | 30.8% | 78.3%-47.5pp | 76.1%-45.4pp | 82.1%-51.3pp |
| Annual return | 17.22% | 33.87%-16.7pp | 26.80%-9.6pp | 478.56%-461.3pp |
| Employer contribution / active EE | $231 | $3,427-93.3% | $2,819-91.8% | $4,837-95.2% |
| Participant deferral / active EE | $1,943 | $5,087-61.8% | $4,398-55.8% | $6,341-69.4% |
| Admin fee / account holder | $46,094 | $11,228+310.5% | $7,407+522.3% | $12,309+274.5% |