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 | $55,952 | $209,411-73.3% | $178,490-68.7% | $158,922-64.8% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 13.29% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $533 | $5,706-90.7% | $5,011-89.4% | $4,761-88.8% |
| Participant deferral / active EE | $2,696 | $5,954-54.7% | $5,202-48.2% | $5,982-54.9% |
| Admin fee / account holder | $476 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |