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 | $87,671 | $111,724-21.5% | $93,606-6.3% | $145,922-39.9% |
| Participation rate | 21.7% | 74.2%-52.5pp | 68.7%-47.0pp | 80.3%-58.5pp |
| Annual return | 12.11% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $444 | $3,090-85.6% | $2,420-81.6% | $4,660-90.5% |
| Participant deferral / active EE | $1,284 | $4,912-73.9% | $4,411-70.9% | $6,688-80.8% |
| Admin fee / account holder | $1,696 | $10,250-83.4% | $8,285-79.5% | $13,397-87.3% |