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 | $60,354 | $209,411-71.2% | $178,490-66.2% | $158,922-62.0% |
| Participation rate | 54.2% | 86.3%-32.2pp | 81.9%-27.8pp | 82.0%-27.8pp |
| Annual return | 16.84% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $891 | $5,706-84.4% | $5,011-82.2% | $4,761-81.3% |
| Participant deferral / active EE | $2,662 | $5,954-55.3% | $5,202-48.8% | $5,982-55.5% |
| Admin fee / account holder | $1,003 | $17,074-94.1% | $13,984-92.8% | $11,246-91.1% |