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 | $155,054 | $109,413+41.7% | $156,263-0.8% | $84,808+82.8% |
| Participation rate | 34.4% | 72.7%-38.3pp | 78.9%-44.5pp | 68.3%-33.9pp |
| Annual return | 12.64% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $520 | $2,907-82.1% | $4,333-88.0% | $2,631-80.2% |
| Participant deferral / active EE | $2,157 | $4,590-53.0% | $6,158-65.0% | $4,212-48.8% |
| Admin fee / account holder | $31,756 | $9,357+239.4% | $14,255+122.8% | $7,344+332.4% |