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 | $147,652 | $138,044+7.0% | $125,339+17.8% | $134,475+9.8% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -4.34% | 750.33%-754.7pp | 572.05%-576.4pp | 417.96%-422.3pp |
| Employer contribution / active EE | $318 | $5,243-93.9% | $4,814-93.4% | $4,740-93.3% |
| Participant deferral / active EE | $5,303 | $7,799-32.0% | $7,446-28.8% | $6,400-17.1% |
| Admin fee / account holder | $685 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |