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 | $205,194 | $179,726+14.2% | $156,263+31.3% | $142,382+44.1% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.9%-42.5pp | 80.1%-43.8pp |
| Annual return | 18.64% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $726 | $5,069-85.7% | $4,333-83.2% | $4,299-83.1% |
| Participant deferral / active EE | $3,474 | $6,956-50.1% | $6,158-43.6% | $6,507-46.6% |
| Admin fee / account holder | $1,732 | $17,272-90.0% | $14,255-87.8% | $12,624-86.3% |