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 | $98,392 | $198,466-50.4% | $170,442-42.3% | $147,584-33.3% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 15.53% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,104 | $6,184-82.1% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $2,576 | $5,629-54.2% | $4,939-47.9% | $5,439-52.6% |
| Admin fee / account holder | $9,032 | $16,852-46.4% | $13,880-34.9% | $10,885-17.0% |