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 | $62,277 | $209,411-70.3% | $178,490-65.1% | $158,922-60.8% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 8.79% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $285 | $5,706-95.0% | $5,011-94.3% | $4,761-94.0% |
| Participant deferral / active EE | $2,870 | $5,954-51.8% | $5,202-44.8% | $5,982-52.0% |
| Admin fee / account holder | $304 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |