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 | $126,729 | $175,202-27.7% | $149,673-15.3% | $139,434-9.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.62% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $555 | $5,474-89.9% | $4,818-88.5% | $4,751-88.3% |
| Participant deferral / active EE | $2,066 | $6,519-68.3% | $5,680-63.6% | $6,710-69.2% |
| Admin fee / account holder | $5,300 | $16,150-67.2% | $13,210-59.9% | $11,403-53.5% |