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 | $158,285 | $127,065+24.6% | $113,168+39.9% | $142,382+11.2% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 12.28% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $468 | $3,442-86.4% | $2,975-84.3% | $4,299-89.1% |
| Participant deferral / active EE | $3,647 | $5,716-36.2% | $5,107-28.6% | $6,507-44.0% |
| Admin fee / account holder | $12,681 | $15,736-19.4% | $12,068+5.1% | $12,624+0.5% |