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 | $57,677 | $165,335-65.1% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 12.62% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $574 | $5,103-88.7% | $4,644-87.6% | $4,761-87.9% |
| Participant deferral / active EE | $6,345 | $7,181-11.6% | $6,842-7.3% | $5,982+6.1% |
| Admin fee / account holder | $5,754 | $10,807-46.8% | $9,309-38.2% | $11,246-48.8% |