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 | $151,855 | $101,724+49.3% | $164,813-7.9% | $80,856+87.8% |
| Participation rate | 58.7% | 71.8%-13.1pp | 78.6%-19.9pp | 67.6%-8.9pp |
| Annual return | 19.45% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.1pp |
| Employer contribution / active EE | $563 | $2,953-81.0% | $4,341-87.0% | $2,755-79.6% |
| Participant deferral / active EE | $3,742 | $4,477-16.4% | $6,031-38.0% | $4,296-12.9% |
| Admin fee / account holder | $1,634 | $8,227-80.1% | $12,690-87.1% | $6,918-76.4% |