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 | $213,460 | $179,726+18.8% | $156,263+36.6% | $142,382+49.9% |
| Participation rate | 65.2% | 82.1%-16.9pp | 78.9%-13.7pp | 80.1%-14.9pp |
| Annual return | 12.06% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,000 | $5,069-80.3% | $4,333-76.9% | $4,299-76.7% |
| Participant deferral / active EE | $7,468 | $6,956+7.4% | $6,158+21.3% | $6,507+14.8% |
| Admin fee / account holder | $67,424 | $17,272+290.4% | $14,255+373.0% | $12,624+434.1% |