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 | $47,841 | $198,466-75.9% | $170,442-71.9% | $147,584-67.6% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 18.35% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $730 | $6,184-88.2% | $5,433-86.6% | $4,876-85.0% |
| Participant deferral / active EE | $2,377 | $5,629-57.8% | $4,939-51.9% | $5,439-56.3% |
| Admin fee / account holder | $523 | $16,852-96.9% | $13,880-96.2% | $10,885-95.2% |