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 | $58,736 | $198,466-70.4% | $170,442-65.5% | $147,584-60.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.12% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $750 | $6,184-87.9% | $5,433-86.2% | $4,876-84.6% |
| Participant deferral / active EE | $4,627 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $720 | $16,852-95.7% | $13,880-94.8% | $10,885-93.4% |