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 | $149,282 | $111,754+33.6% | $103,333+44.5% | $145,922+2.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 21.63% | 24.77%-3.1pp | 24.88%-3.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $379 | $4,212-91.0% | $3,868-90.2% | $4,660-91.9% |
| Participant deferral / active EE | $4,144 | $5,619-26.2% | $5,057-18.1% | $6,688-38.0% |
| Admin fee / account holder | $1,307 | $9,750-86.6% | $8,355-84.4% | $13,397-90.2% |