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 | $132,094 | $209,411-36.9% | $178,490-26.0% | $158,922-16.9% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 10.62% | 188.75%-178.1pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,088 | $5,706-80.9% | $5,011-78.3% | $4,761-77.1% |
| Participant deferral / active EE | $6,757 | $5,954+13.5% | $5,202+29.9% | $5,982+13.0% |
| Admin fee / account holder | $1,570 | $17,074-90.8% | $13,984-88.8% | $11,246-86.0% |