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 | $133,426 | $159,602-16.4% | $150,045-11.1% | $142,382-6.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $599 | $4,961-87.9% | $4,693-87.2% | $4,299-86.1% |
| Participant deferral / active EE | $7,109 | $8,310-14.5% | $7,997-11.1% | $6,507+9.2% |
| Admin fee / account holder | $19,249 | $14,846+29.7% | $13,435+43.3% | $12,624+52.5% |