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 | $143,695 | $150,187-4.3% | $120,354+19.4% | $145,922-1.5% |
| Participation rate | 36.4% | 78.8%-42.4pp | 71.9%-35.5pp | 80.3%-43.9pp |
| Annual return | 10.10% | 154.07%-144.0pp | 107.15%-97.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $739 | $4,348-83.0% | $3,463-78.7% | $4,660-84.1% |
| Participant deferral / active EE | $4,366 | $6,173-29.3% | $4,991-12.5% | $6,688-34.7% |
| Admin fee / account holder | $1,562 | $12,207-87.2% | $9,423-83.4% | $13,397-88.3% |