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 | $98,929 | $226,064-56.2% | $182,532-45.8% | $152,861-35.3% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.0%-25.8pp | 82.4%-30.3pp |
| Annual return | 18.98% | 192.51%-173.5pp | 148.54%-129.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $252 | $4,978-94.9% | $4,076-93.8% | $4,762-94.7% |
| Participant deferral / active EE | $2,492 | $6,368-60.9% | $5,524-54.9% | $5,850-57.4% |
| Admin fee / account holder | $10,190 | $10,703-4.8% | $8,592+18.6% | $11,596-12.1% |