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 | $97,719 | $124,319-21.4% | $111,297-12.2% | $167,490-41.7% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.2pp |
| Annual return | 12.76% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $280 | $3,435-91.9% | $2,731-89.8% | $4,837-94.2% |
| Participant deferral / active EE | $4,669 | $5,180-9.9% | $4,487+4.0% | $6,341-26.4% |
| Admin fee / account holder | $2,389 | $10,618-77.5% | $7,964-70.0% | $12,309-80.6% |