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 | $53,482 | $217,402-75.4% | $185,823-71.2% | $167,490-68.1% |
| Participation rate | 52.9% | 86.0%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 12.48% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $792 | $5,873-86.5% | $5,167-84.7% | $4,837-83.6% |
| Participant deferral / active EE | $2,742 | $6,356-56.9% | $5,568-50.7% | $6,341-56.8% |
| Admin fee / account holder | $1,731 | $19,811-91.3% | $16,237-89.3% | $12,309-85.9% |