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 | $164,340 | $209,336-21.5% | $197,124-16.6% | $137,256+19.7% |
| Participation rate | 65.0% | 87.3%-22.3pp | 86.7%-21.7pp | 80.0%-15.0pp |
| Annual return | 13.86% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,139 | $6,591-82.7% | $6,227-81.7% | $4,156-72.6% |
| Participant deferral / active EE | $4,556 | $9,614-52.6% | $9,135-50.1% | $6,407-28.9% |
| Admin fee / account holder | $2,256 | $17,308-87.0% | $16,298-86.2% | $12,270-81.6% |