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 | $53,430 | $209,832-74.5% | $189,513-71.8% | $167,490-68.1% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 25.67% | 748.27%-722.6pp | 555.15%-529.5pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,090 | $6,914-84.2% | $6,162-82.3% | $4,837-77.5% |
| Participant deferral / active EE | $3,604 | $8,935-59.7% | $8,221-56.2% | $6,341-43.2% |
| Admin fee / account holder | $1,990 | $14,293-86.1% | $12,045-83.5% | $12,309-83.8% |