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 | $83,413 | $138,065-39.6% | $123,544-32.5% | $135,375-38.4% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 9.38% | 153.68%-144.3pp | 119.20%-109.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $180 | $5,151-96.5% | $4,628-96.1% | $4,779-96.2% |
| Participant deferral / active EE | $4,500 | $6,799-33.8% | $6,426-30.0% | $5,609-19.8% |
| Admin fee / account holder | $763 | $10,916-93.0% | $9,284-91.8% | $10,827-93.0% |