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 | $106,342 | $100,773+5.5% | $88,946+19.6% | $142,382-25.3% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.8%-30.8pp | 80.1%-42.0pp |
| Annual return | 12.58% | 70.18%-57.6pp | 57.82%-45.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $170 | $2,918-94.2% | $2,555-93.4% | $4,299-96.1% |
| Participant deferral / active EE | $916 | $5,230-82.5% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $11,504 | $9,693+18.7% | $8,261+39.3% | $12,624-8.9% |