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 | $132,093 | $183,519-28.0% | $155,509-15.1% | $145,922-9.5% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 13.18% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $712 | $5,313-86.6% | $4,672-84.8% | $4,660-84.7% |
| Participant deferral / active EE | $2,303 | $6,462-64.4% | $5,626-59.1% | $6,688-65.6% |
| Admin fee / account holder | $5,633 | $19,313-70.8% | $15,912-64.6% | $13,397-58.0% |