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 | $105,407 | $157,256-33.0% | $141,162-25.3% | $152,861-31.0% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.4%-29.8pp |
| Annual return | 22.41% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $794 | $5,261-84.9% | $4,735-83.2% | $4,762-83.3% |
| Participant deferral / active EE | $3,573 | $7,109-49.7% | $6,709-46.7% | $5,850-38.9% |
| Admin fee / account holder | $441 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |