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 | $141,817 | $124,425+14.0% | $112,040+26.6% | $137,256+3.3% |
| Participation rate | 54.2% | 79.3%-25.1pp | 76.5%-22.3pp | 80.0%-25.8pp |
| Annual return | 13.35% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $536 | $3,411-84.3% | $2,954-81.8% | $4,156-87.1% |
| Participant deferral / active EE | $3,774 | $5,718-34.0% | $5,098-26.0% | $6,407-41.1% |
| Admin fee / account holder | $3,759 | $15,207-75.3% | $12,098-68.9% | $12,270-69.4% |