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 | $38,906 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 16.7% | 86.3%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 25.21% | 188.75%-163.5pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $418 | $5,706-92.7% | $5,011-91.7% | $4,761-91.2% |
| Participant deferral / active EE | $4,333 | $5,954-27.2% | $5,202-16.7% | $5,982-27.6% |
| Admin fee / account holder | $12,000 | $17,074-29.7% | $13,984-14.2% | $11,246+6.7% |