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 | $115,252 | $214,378-46.2% | $200,582-42.5% | $142,382-19.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 12.87% | 46.41%-33.5pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,207 | $6,841-82.4% | $6,419-81.2% | $4,299-71.9% |
| Participant deferral / active EE | $4,747 | $9,865-51.9% | $9,331-49.1% | $6,507-27.1% |
| Admin fee / account holder | $40,597 | $17,692+129.5% | $16,305+149.0% | $12,624+221.6% |