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 | $100,502 | $58,927+70.6% | $76,817+30.8% | $72,985+37.7% |
| Participation rate | 57.3% | 67.3%-10.0pp | 72.1%-14.8pp | 69.5%-12.2pp |
| Annual return | 23.92% | 2305.64%-2281.7pp | 1166.11%-1142.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $137 | $1,787-92.4% | $2,302-94.1% | $2,440-94.4% |
| Participant deferral / active EE | $2,675 | $2,690-0.6% | $3,336-19.8% | $3,607-25.8% |
| Admin fee / account holder | $3,849 | $4,013-4.1% | $6,420-40.1% | $5,124-24.9% |