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 | $99,069 | $209,411-52.7% | $178,490-44.5% | $158,922-37.7% |
| Participation rate | 16.7% | 86.3%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 21.83% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $632 | $5,706-88.9% | $5,011-87.4% | $4,761-86.7% |
| Participant deferral / active EE | $3,198 | $5,954-46.3% | $5,202-38.5% | $5,982-46.5% |
| Admin fee / account holder | $6,846 | $17,074-59.9% | $13,984-51.0% | $11,246-39.1% |