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 | $173,387 | $118,849+45.9% | $96,562+79.6% | $167,490+3.5% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 17.41% | 50.49%-33.1pp | 37.78%-20.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $337 | $3,120-89.2% | $2,356-85.7% | $4,837-93.0% |
| Participant deferral / active EE | $2,177 | $4,616-52.8% | $3,849-43.4% | $6,341-65.7% |
| Admin fee / account holder | $11,761 | $8,065+45.8% | $6,181+90.3% | $12,309-4.4% |