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 | $122,205 | $197,591-38.2% | $177,821-31.3% | $158,922-23.1% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.7%-22.5pp | 82.0%-16.7pp |
| Annual return | 20.23% | 58.76%-38.5pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,329 | $6,697-80.2% | $5,918-77.5% | $4,761-72.1% |
| Participant deferral / active EE | $5,112 | $8,405-39.2% | $7,714-33.7% | $5,982-14.6% |
| Admin fee / account holder | $1,143 | $15,399-92.6% | $12,427-90.8% | $11,246-89.8% |