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 | $123,063 | $99,341+23.9% | $84,750+45.2% | $273,961-55.1% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 47.59% | 22.93%+24.7pp | 22.78%+24.8pp | 41.45%+6.1pp |
| Employer contribution / active EE | $433 | $4,214-89.7% | $3,574-87.9% | $4,869-91.1% |
| Participant deferral / active EE | $3,600 | $4,269-15.7% | $3,712-3.0% | $5,287-31.9% |
| Admin fee / account holder | $1,326 | $6,644-80.0% | $5,332-75.1% | $10,132-86.9% |