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 | $230,829 | $111,754+106.6% | $103,333+123.4% | $145,922+58.2% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 17.17% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $287 | $4,212-93.2% | $3,868-92.6% | $4,660-93.8% |
| Participant deferral / active EE | $4,205 | $5,619-25.2% | $5,057-16.8% | $6,688-37.1% |
| Admin fee / account holder | $2,599 | $9,750-73.3% | $8,355-68.9% | $13,397-80.6% |