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 | $43,527 | $175,202-75.2% | $149,673-70.9% | $139,434-68.8% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 19.86% | 166.71%-146.8pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,044 | $5,474-80.9% | $4,818-78.3% | $4,751-78.0% |
| Participant deferral / active EE | $2,622 | $6,519-59.8% | $5,680-53.8% | $6,710-60.9% |
| Admin fee / account holder | $1,489 | $16,150-90.8% | $13,210-88.7% | $11,403-86.9% |