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 | $123,296 | $177,572-30.6% | $154,803-20.4% | $142,382-13.4% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 13.52% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $249 | $4,810-94.8% | $4,305-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $1,983 | $6,272-68.4% | $5,540-64.2% | $6,507-69.5% |
| Admin fee / account holder | $2,155 | $16,786-87.2% | $14,329-85.0% | $12,624-82.9% |