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 | $199,744 | $180,028+11.0% | $138,135+44.6% | $158,922+25.7% |
| Participation rate | 58.3% | 82.2%-23.9pp | 78.7%-20.4pp | 82.0%-23.6pp |
| Annual return | 12.73% | 21.68%-9.0pp | 20.51%-7.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $75 | $7,470-99.0% | $5,587-98.7% | $4,761-98.4% |
| Participant deferral / active EE | $3,404 | $7,717-55.9% | $6,431-47.1% | $5,982-43.1% |
| Admin fee / account holder | $51,996 | $17,912+190.3% | $11,856+338.6% | $11,246+362.4% |