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 | $81,183 | $148,534-45.3% | $135,903-40.3% | $139,434-41.8% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 14.51% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $120 | $5,243-97.7% | $4,856-97.5% | $4,751-97.5% |
| Participant deferral / active EE | $9,723 | $8,100+20.0% | $7,758+25.3% | $6,710+44.9% |
| Admin fee / account holder | $44,307 | $12,400+257.3% | $10,762+311.7% | $11,403+288.6% |