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 | $204,373 | $165,335+23.6% | $149,696+36.5% | $158,922+28.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 23.86% | 348.15%-324.3pp | 276.60%-252.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $702 | $5,103-86.2% | $4,644-84.9% | $4,761-85.3% |
| Participant deferral / active EE | $7,493 | $7,181+4.3% | $6,842+9.5% | $5,982+25.3% |
| Admin fee / account holder | $4,893 | $10,807-54.7% | $9,309-47.4% | $11,246-56.5% |