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 | $136,015 | $183,519-25.9% | $155,509-12.5% | $145,922-6.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 21.20% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $834 | $5,313-84.3% | $4,672-82.1% | $4,660-82.1% |
| Participant deferral / active EE | $3,673 | $6,462-43.2% | $5,626-34.7% | $6,688-45.1% |
| Admin fee / account holder | $579 | $19,313-97.0% | $15,912-96.4% | $13,397-95.7% |