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 | $169,872 | $157,256+8.0% | $141,162+20.3% | $152,861+11.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.35% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $96 | $5,261-98.2% | $4,735-98.0% | $4,762-98.0% |
| Participant deferral / active EE | $2,919 | $7,109-58.9% | $6,709-56.5% | $5,850-50.1% |
| Admin fee / account holder | $42,422 | $12,120+250.0% | $10,261+313.4% | $11,596+265.8% |