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 | $87,515 | $114,381-23.5% | $107,525-18.6% | $142,382-38.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $243 | $4,015-94.0% | $3,754-93.5% | $4,299-94.4% |
| Participant deferral / active EE | $6,895 | $5,564+23.9% | $5,116+34.8% | $6,507+6.0% |
| Admin fee / account holder | $2,387 | $9,860-75.8% | $8,919-73.2% | $12,624-81.1% |