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 | $121,170 | $118,680+2.1% | $98,907+22.5% | $158,922-23.8% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 16.02% | 372.35%-356.3pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $182 | $3,333-94.5% | $2,689-93.2% | $4,761-96.2% |
| Participant deferral / active EE | $1,578 | $5,088-69.0% | $4,244-62.8% | $5,982-73.6% |
| Admin fee / account holder | $21,518 | $10,131+112.4% | $6,642+224.0% | $11,246+91.3% |