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 | $84,767 | $112,096-24.4% | $95,952-11.7% | $158,922-46.7% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 13.51% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $170 | $3,198-94.7% | $2,541-93.3% | $4,761-96.4% |
| Participant deferral / active EE | $2,839 | $4,784-40.7% | $4,167-31.9% | $5,982-52.5% |
| Admin fee / account holder | $5,328 | $10,130-47.4% | $6,795-21.6% | $11,246-52.6% |