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 | $137,421 | $133,922+2.6% | $116,228+18.2% | $142,382-3.5% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.6%-46.8pp | 80.1%-52.3pp |
| Annual return | 17.29% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $640 | $3,446-81.4% | $2,994-78.6% | $4,299-85.1% |
| Participant deferral / active EE | $11,569 | $5,672+104.0% | $4,953+133.6% | $6,507+77.8% |
| Admin fee / account holder | $29,309 | $14,945+96.1% | $11,989+144.5% | $12,624+132.2% |