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 | $70,012 | $226,064-69.0% | $182,532-61.6% | $152,861-54.2% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.4%-45.6pp |
| Annual return | 18.62% | 192.51%-173.9pp | 148.54%-129.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $198 | $4,978-96.0% | $4,076-95.1% | $4,762-95.8% |
| Participant deferral / active EE | $1,981 | $6,368-68.9% | $5,524-64.1% | $5,850-66.1% |
| Admin fee / account holder | $1,325 | $10,703-87.6% | $8,592-84.6% | $11,596-88.6% |