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 | $83,066 | $217,402-61.8% | $185,823-55.3% | $167,490-50.4% |
| Participation rate | 52.9% | 86.0%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 14.02% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,055 | $5,873-82.0% | $5,167-79.6% | $4,837-78.2% |
| Participant deferral / active EE | $5,482 | $6,356-13.7% | $5,568-1.5% | $6,341-13.5% |
| Admin fee / account holder | $8,790 | $19,811-55.6% | $16,237-45.9% | $12,309-28.6% |