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 | $88,852 | $144,119-38.3% | $117,854-24.6% | $147,584-39.8% |
| Participation rate | 45.8% | 83.4%-37.6pp | 79.7%-33.8pp | 82.8%-37.0pp |
| Annual return | 14.84% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $319 | $4,896-93.5% | $3,786-91.6% | $4,876-93.5% |
| Participant deferral / active EE | $1,875 | $5,316-64.7% | $4,482-58.2% | $5,439-65.5% |
| Admin fee / account holder | $8,931 | $10,886-18.0% | $8,020+11.4% | $10,885-18.0% |