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 | $132,268 | $183,519-27.9% | $155,509-14.9% | $145,922-9.4% |
| Participation rate | 56.3% | 82.7%-26.4pp | 78.2%-21.9pp | 80.3%-24.0pp |
| Annual return | 18.71% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $641 | $5,313-87.9% | $4,672-86.3% | $4,660-86.2% |
| Participant deferral / active EE | $3,096 | $6,462-52.1% | $5,626-45.0% | $6,688-53.7% |
| Admin fee / account holder | $387 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |