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 | $60,301 | $209,411-71.2% | $178,490-66.2% | $158,922-62.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.01% | 188.75%-179.7pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $988 | $5,706-82.7% | $5,011-80.3% | $4,761-79.3% |
| Participant deferral / active EE | $3,226 | $5,954-45.8% | $5,202-38.0% | $5,982-46.1% |
| Admin fee / account holder | $861 | $17,074-95.0% | $13,984-93.8% | $11,246-92.3% |