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 | $40,723 | $198,466-79.5% | $170,442-76.1% | $147,584-72.4% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 19.57% | 257.29%-237.7pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,305 | $6,184-78.9% | $5,433-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $2,012 | $5,629-64.3% | $4,939-59.3% | $5,439-63.0% |
| Admin fee / account holder | $4,087 | $16,852-75.8% | $13,880-70.6% | $10,885-62.5% |