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 | $214,378-23.3% | $200,582-18.1% | $142,382+15.4% |
| Participation rate | 65.0% | 87.4%-22.4pp | 86.9%-21.9pp | 80.1%-15.1pp |
| Annual return | 13.86% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,139 | $6,841-83.3% | $6,419-82.3% | $4,299-73.5% |
| Participant deferral / active EE | $4,556 | $9,865-53.8% | $9,331-51.2% | $6,507-30.0% |
| Admin fee / account holder | $2,256 | $17,692-87.2% | $16,305-86.2% | $12,624-82.1% |