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 | $157,144 | $179,726-12.6% | $156,263+0.6% | $142,382+10.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 13.92% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $475 | $5,069-90.6% | $4,333-89.0% | $4,299-89.0% |
| Participant deferral / active EE | $5,028 | $6,956-27.7% | $6,158-18.4% | $6,507-22.7% |
| Admin fee / account holder | $134,274 | $17,272+677.4% | $14,255+842.0% | $12,624+963.7% |