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 | $128,084 | $176,056-27.2% | $159,436-19.7% | $167,490-23.5% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 10.18% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $681 | $5,297-87.2% | $4,829-85.9% | $4,837-85.9% |
| Participant deferral / active EE | $7,429 | $7,750-4.1% | $7,352+1.0% | $6,341+17.1% |
| Admin fee / account holder | $31,802 | $12,554+153.3% | $10,799+194.5% | $12,309+158.4% |