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 | $62,254 | $198,466-68.6% | $170,442-63.5% | $147,584-57.8% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 10.10% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $663 | $6,184-89.3% | $5,433-87.8% | $4,876-86.4% |
| Participant deferral / active EE | $3,376 | $5,629-40.0% | $4,939-31.6% | $5,439-37.9% |
| Admin fee / account holder | $4,149 | $16,852-75.4% | $13,880-70.1% | $10,885-61.9% |