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 | $114,622 | $111,814+2.5% | $103,374+10.9% | $145,959-21.5% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 13.96% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $408 | $4,214-90.3% | $3,869-89.5% | $4,661-91.3% |
| Participant deferral / active EE | $4,350 | $5,618-22.6% | $5,058-14.0% | $6,689-35.0% |
| Admin fee / account holder | $105,836 | $9,754+985.0% | $8,394+1160.8% | $13,398+689.9% |