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 | $112,597 | $217,402-48.2% | $185,823-39.4% | $167,490-32.8% |
| Participation rate | 36.4% | 86.0%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 12.34% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $618 | $5,873-89.5% | $5,167-88.0% | $4,837-87.2% |
| Participant deferral / active EE | $4,922 | $6,356-22.6% | $5,568-11.6% | $6,341-22.4% |
| Admin fee / account holder | $949 | $19,811-95.2% | $16,237-94.2% | $12,309-92.3% |