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 | $138,282 | $149,679-7.6% | $117,039+18.2% | $147,584-6.3% |
| Participation rate | 36.4% | 83.5%-47.1pp | 77.2%-40.8pp | 82.8%-46.5pp |
| Annual return | 14.07% | 19.31%-5.2pp | 18.95%-4.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $780 | $4,937-84.2% | $3,785-79.4% | $4,876-84.0% |
| Participant deferral / active EE | $2,111 | $4,912-57.0% | $3,929-46.3% | $5,439-61.2% |
| Admin fee / account holder | $1,222 | $7,856-84.4% | $5,974-79.5% | $10,885-88.8% |