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 | $98,672 | $198,466-50.3% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 10.77% | 257.29%-246.5pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $474 | $6,184-92.3% | $5,433-91.3% | $4,876-90.3% |
| Participant deferral / active EE | $2,425 | $5,629-56.9% | $4,939-50.9% | $5,439-55.4% |
| Admin fee / account holder | $1,568 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |