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 | $119,513 | $115,770+3.2% | $101,248+18.0% | $158,922-24.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 7.96% | 56.14%-48.2pp | 46.47%-38.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $469 | $4,175-88.8% | $3,660-87.2% | $4,761-90.1% |
| Participant deferral / active EE | $3,600 | $4,957-27.4% | $4,370-17.6% | $5,982-39.8% |
| Admin fee / account holder | $737 | $7,245-89.8% | $5,945-87.6% | $11,246-93.4% |