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 | $66,312 | $209,411-68.3% | $178,490-62.8% | $158,922-58.3% |
| Participation rate | 31.8% | 86.3%-54.5pp | 81.9%-50.1pp | 82.0%-50.1pp |
| Annual return | 14.65% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $989 | $5,706-82.7% | $5,011-80.3% | $4,761-79.2% |
| Participant deferral / active EE | $2,226 | $5,954-62.6% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $487 | $17,074-97.1% | $13,984-96.5% | $11,246-95.7% |