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 | $123,228 | $209,411-41.2% | $178,490-31.0% | $158,922-22.5% |
| Participation rate | 58.8% | 86.3%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 11.04% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $818 | $5,706-85.7% | $5,011-83.7% | $4,761-82.8% |
| Participant deferral / active EE | $3,656 | $5,954-38.6% | $5,202-29.7% | $5,982-38.9% |
| Admin fee / account holder | $10,639 | $17,074-37.7% | $13,984-23.9% | $11,246-5.4% |