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 | $96,864 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 21.1% | 86.3%-65.3pp | 81.9%-60.9pp | 82.0%-60.9pp |
| Annual return | 15.30% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $862 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $2,749 | $5,954-53.8% | $5,202-47.2% | $5,982-54.1% |
| Admin fee / account holder | $948 | $17,074-94.4% | $13,984-93.2% | $11,246-91.6% |