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 | $81,521 | $116,175-29.8% | $93,606-12.9% | $152,861-46.7% |
| Participation rate | 37.5% | 78.0%-40.5pp | 75.8%-38.3pp | 82.4%-44.9pp |
| Annual return | 19.68% | 35.96%-16.3pp | 32.76%-13.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $414 | $3,218-87.1% | $2,718-84.8% | $4,762-91.3% |
| Participant deferral / active EE | $1,850 | $4,603-59.8% | $4,069-54.5% | $5,850-68.4% |
| Admin fee / account holder | $10,948 | $10,748+1.9% | $7,888+38.8% | $11,596-5.6% |