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 | $129,389 | $198,466-34.8% | $170,442-24.1% | $147,584-12.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 13.99% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,136 | $6,184-81.6% | $5,433-79.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,969 | $5,629-65.0% | $4,939-60.1% | $5,439-63.8% |
| Admin fee / account holder | $1,370 | $16,852-91.9% | $13,880-90.1% | $10,885-87.4% |