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 | $71,229 | $228,332-68.8% | $185,823-61.7% | $158,922-55.2% |
| Participation rate | 4.8% | 82.3%-77.5pp | 78.0%-73.3pp | 82.0%-77.2pp |
| Annual return | 7.43% | 40.80%-33.4pp | 35.95%-28.5pp | 302.83%-295.4pp |
| Employer contribution / active EE | $456 | $4,967-90.8% | $4,087-88.8% | $4,761-90.4% |
| Participant deferral / active EE | $4,178 | $6,415-34.9% | $5,632-25.8% | $5,982-30.2% |
| Admin fee / account holder | $2,385 | $11,864-79.9% | $9,500-74.9% | $11,246-78.8% |