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 | $178,174+15.2% | $156,181+31.4% | $137,256+49.5% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 18.64% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $726 | $4,972-85.4% | $4,294-83.1% | $4,156-82.5% |
| Participant deferral / active EE | $3,474 | $6,888-49.6% | $6,132-43.3% | $6,407-45.8% |
| Admin fee / account holder | $1,732 | $17,404-90.0% | $14,586-88.1% | $12,270-85.9% |