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 | $150,101 | $112,096+33.9% | $95,952+56.4% | $158,922-5.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 14.35% | 171.09%-156.7pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $274 | $3,198-91.4% | $2,541-89.2% | $4,761-94.3% |
| Participant deferral / active EE | $1,834 | $4,784-61.7% | $4,167-56.0% | $5,982-69.3% |
| Admin fee / account holder | $10,996 | $10,130+8.5% | $6,795+61.8% | $11,246-2.2% |