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 | $128,175 | $217,402-41.0% | $185,823-31.0% | $167,490-23.5% |
| Participation rate | 47.4% | 86.0%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 18.95% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,053 | $5,873-82.1% | $5,167-79.6% | $4,837-78.2% |
| Participant deferral / active EE | $3,352 | $6,356-47.3% | $5,568-39.8% | $6,341-47.1% |
| Admin fee / account holder | $1,502 | $19,811-92.4% | $16,237-90.8% | $12,309-87.8% |