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 | $115,817 | $112,881+2.6% | $90,951+27.3% | $158,922-27.1% |
| Participation rate | 23.1% | 74.7%-51.7pp | 69.0%-45.9pp | 82.0%-58.9pp |
| Annual return | 20.93% | 215.79%-194.9pp | 134.60%-113.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $386 | $2,893-86.7% | $2,122-81.8% | $4,761-91.9% |
| Participant deferral / active EE | $3,703 | $4,128-10.3% | $3,373+9.8% | $5,982-38.1% |
| Admin fee / account holder | $888 | $8,041-89.0% | $5,959-85.1% | $11,246-92.1% |