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 | $77,845 | $198,466-60.8% | $170,442-54.3% | $147,584-47.3% |
| Participation rate | 56.3% | 88.0%-31.7pp | 83.6%-27.3pp | 82.8%-26.6pp |
| Annual return | 15.52% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $350 | $6,184-94.3% | $5,433-93.6% | $4,876-92.8% |
| Participant deferral / active EE | $3,815 | $5,629-32.2% | $4,939-22.8% | $5,439-29.9% |
| Admin fee / account holder | $1,359 | $16,852-91.9% | $13,880-90.2% | $10,885-87.5% |