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 | $148,967 | $138,044+7.9% | $125,339+18.9% | $134,475+10.8% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -12.42% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $898 | $5,243-82.9% | $4,814-81.4% | $4,740-81.1% |
| Participant deferral / active EE | $5,564 | $7,799-28.7% | $7,446-25.3% | $6,400-13.1% |
| Admin fee / account holder | $3,324 | $11,571-71.3% | $10,010-66.8% | $11,426-70.9% |