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 | $94,936 | $226,064-58.0% | $182,532-48.0% | $152,861-37.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 18.19% | 192.51%-174.3pp | 148.54%-130.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $403 | $4,978-91.9% | $4,076-90.1% | $4,762-91.5% |
| Participant deferral / active EE | $5,734 | $6,368-10.0% | $5,524+3.8% | $5,850-2.0% |
| Admin fee / account holder | $11,017 | $10,703+2.9% | $8,592+28.2% | $11,596-5.0% |