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 | $95,220 | $209,411-54.5% | $178,490-46.7% | $158,922-40.1% |
| Participation rate | 46.7% | 86.3%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 10.62% | 188.75%-178.1pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,027 | $5,706-82.0% | $5,011-79.5% | $4,761-78.4% |
| Participant deferral / active EE | $3,902 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $40,720 | $17,074+138.5% | $13,984+191.2% | $11,246+262.1% |