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 | $89,915 | $112,096-19.8% | $95,952-6.3% | $158,922-43.4% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 14.29% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $634 | $3,198-80.2% | $2,541-75.1% | $4,761-86.7% |
| Participant deferral / active EE | $2,629 | $4,784-45.1% | $4,167-36.9% | $5,982-56.1% |
| Admin fee / account holder | $4,285 | $10,130-57.7% | $6,795-36.9% | $11,246-61.9% |