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 | $104,982 | $162,781-35.5% | $133,956-21.6% | $158,922-33.9% |
| Participation rate | 68.4% | 83.2%-14.8pp | 79.8%-11.4pp | 82.0%-13.5pp |
| Annual return | 12.32% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $95 | $4,975-98.1% | $3,919-97.6% | $4,761-98.0% |
| Participant deferral / active EE | $2,798 | $5,911-52.7% | $5,048-44.6% | $5,982-53.2% |
| Admin fee / account holder | $17,951 | $11,736+52.9% | $8,927+101.1% | $11,246+59.6% |