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 | $101,976 | $226,064-54.9% | $182,532-44.1% | $152,861-33.3% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.4%-40.8pp |
| Annual return | 22.91% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $439 | $4,978-91.2% | $4,076-89.2% | $4,762-90.8% |
| Participant deferral / active EE | $3,791 | $6,368-40.5% | $5,524-31.4% | $5,850-35.2% |
| Admin fee / account holder | $2,923 | $10,703-72.7% | $8,592-66.0% | $11,596-74.8% |