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 | $55,766 | $209,411-73.4% | $178,490-68.8% | $158,922-64.9% |
| Participation rate | 63.2% | 86.3%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 12.15% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $590 | $5,706-89.7% | $5,011-88.2% | $4,761-87.6% |
| Participant deferral / active EE | $3,072 | $5,954-48.4% | $5,202-40.9% | $5,982-48.6% |
| Admin fee / account holder | $669 | $17,074-96.1% | $13,984-95.2% | $11,246-94.0% |