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 | $190,387 | $202,432-6.0% | $169,368+12.4% | $139,434+36.5% |
| Participation rate | 54.2% | 81.1%-26.9pp | 77.1%-23.0pp | 80.3%-26.2pp |
| Annual return | 13.76% | 531.74%-518.0pp | 405.60%-391.8pp | 372.94%-359.2pp |
| Employer contribution / active EE | $283 | $4,692-94.0% | $4,013-92.9% | $4,751-94.0% |
| Participant deferral / active EE | $2,457 | $6,938-64.6% | $6,221-60.5% | $6,710-63.4% |
| Admin fee / account holder | $20,906 | $10,708+95.2% | $9,003+132.2% | $11,403+83.3% |