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 | $221,453 | $209,411+5.8% | $178,490+24.1% | $158,922+39.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 39.85% | 188.75%-148.9pp | 151.07%-111.2pp | 302.83%-263.0pp |
| Employer contribution / active EE | $1,026 | $5,706-82.0% | $5,011-79.5% | $4,761-78.5% |
| Participant deferral / active EE | $7,951 | $5,954+33.5% | $5,202+52.9% | $5,982+32.9% |
| Admin fee / account holder | $12,737 | $17,074-25.4% | $13,984-8.9% | $11,246+13.3% |