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 | $90,970 | $105,126-13.5% | $94,646-3.9% | $139,434-34.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.75% | 38.03%-24.3pp | 156.71%-143.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $231 | $4,106-94.4% | $3,672-93.7% | $4,751-95.1% |
| Participant deferral / active EE | $4,182 | $7,599-45.0% | $7,418-43.6% | $6,710-37.7% |
| Admin fee / account holder | $670 | $8,984-92.5% | $7,231-90.7% | $11,403-94.1% |