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 | $167,303 | $127,065+31.7% | $113,168+47.8% | $142,382+17.5% |
| Participation rate | 60.9% | 79.2%-18.3pp | 76.6%-15.7pp | 80.1%-19.3pp |
| Annual return | 11.23% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $497 | $3,442-85.6% | $2,975-83.3% | $4,299-88.4% |
| Participant deferral / active EE | $2,118 | $5,716-62.9% | $5,107-58.5% | $6,507-67.5% |
| Admin fee / account holder | $3,853 | $15,736-75.5% | $12,068-68.1% | $12,624-69.5% |