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 | $55,717 | $198,466-71.9% | $170,442-67.3% | $147,584-62.2% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 9.94% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $886 | $6,184-85.7% | $5,433-83.7% | $4,876-81.8% |
| Participant deferral / active EE | $3,551 | $5,629-36.9% | $4,939-28.1% | $5,439-34.7% |
| Admin fee / account holder | $664 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |