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 | $124,510 | $183,963-32.3% | $162,163-23.2% | $152,861-18.5% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.6%-22.6pp | 82.4%-17.4pp |
| Annual return | 22.36% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $715 | $6,371-88.8% | $5,614-87.3% | $4,762-85.0% |
| Participant deferral / active EE | $5,665 | $8,034-29.5% | $7,298-22.4% | $5,850-3.2% |
| Admin fee / account holder | $527 | $13,121-96.0% | $10,843-95.1% | $11,596-95.5% |