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 | $101,863 | $107,334-5.1% | $92,893+9.7% | $152,861-33.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 20.42% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $690 | $4,221-83.7% | $3,653-81.1% | $4,762-85.5% |
| Participant deferral / active EE | $9,333 | $4,845+92.6% | $4,236+120.3% | $5,850+59.5% |
| Admin fee / account holder | $492 | $7,079-93.1% | $5,794-91.5% | $11,596-95.8% |