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 | $93,368 | $209,832-55.5% | $189,513-50.7% | $167,490-44.3% |
| Participation rate | 37.5% | 88.7%-51.2pp | 87.8%-50.3pp | 82.1%-44.6pp |
| Annual return | 17.89% | 748.27%-730.4pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $173 | $6,914-97.5% | $6,162-97.2% | $4,837-96.4% |
| Participant deferral / active EE | $3,464 | $8,935-61.2% | $8,221-57.9% | $6,341-45.4% |
| Admin fee / account holder | $527 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |