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 | $112,582 | $201,272-44.1% | $184,203-38.9% | $145,922-22.8% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 10.66% | 29.00%-18.3pp | 28.81%-18.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,315 | $7,022-81.3% | $6,427-79.5% | $4,660-71.8% |
| Participant deferral / active EE | $4,269 | $9,806-56.5% | $9,131-53.2% | $6,688-36.2% |
| Admin fee / account holder | $14,836 | $16,364-9.3% | $13,901+6.7% | $13,397+10.7% |