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 | $128,890 | $166,020-22.4% | $164,866-21.8% | $145,959-11.7% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 10.92% | 100.08%-89.2pp | 69.97%-59.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $323 | $5,275-93.9% | $4,343-92.6% | $4,661-93.1% |
| Participant deferral / active EE | $3,958 | $6,961-43.1% | $6,033-34.4% | $6,689-40.8% |
| Admin fee / account holder | $14,520 | $16,644-12.8% | $12,689+14.4% | $13,398+8.4% |