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 | $181,687 | $171,164+6.1% | $127,761+42.2% | $152,861+18.9% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.0%-19.9pp | 82.4%-23.4pp |
| Annual return | 16.72% | 23.54%-6.8pp | 26.14%-9.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,270 | $5,447-76.7% | $4,574-72.2% | $4,762-73.3% |
| Participant deferral / active EE | $2,916 | $7,038-58.6% | $6,021-51.6% | $5,850-50.2% |
| Admin fee / account holder | $24,882 | $14,530+71.2% | $9,395+164.8% | $11,596+114.6% |