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 | $102,891 | $157,256-34.6% | $141,162-27.1% | $152,861-32.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 17.16% | 64.32%-47.2pp | 71.39%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $896 | $5,261-83.0% | $4,735-81.1% | $4,762-81.2% |
| Participant deferral / active EE | $3,503 | $7,109-50.7% | $6,709-47.8% | $5,850-40.1% |
| Admin fee / account holder | $1,136 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |