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 | $78,473 | $198,466-60.5% | $170,442-54.0% | $147,584-46.8% |
| Participation rate | 60.9% | 88.0%-27.1pp | 83.6%-22.7pp | 82.8%-22.0pp |
| Annual return | 14.35% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $944 | $6,184-84.7% | $5,433-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $3,700 | $5,629-34.3% | $4,939-25.1% | $5,439-32.0% |
| Admin fee / account holder | $1,053 | $16,852-93.8% | $13,880-92.4% | $10,885-90.3% |