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 | $45,850 | $198,466-76.9% | $170,442-73.1% | $147,584-68.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.21% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,214 | $6,184-80.4% | $5,433-77.7% | $4,876-75.1% |
| Participant deferral / active EE | $2,435 | $5,629-56.8% | $4,939-50.7% | $5,439-55.2% |
| Admin fee / account holder | $10,450 | $16,852-38.0% | $13,880-24.7% | $10,885-4.0% |