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 | $85,667 | $198,466-56.8% | $170,442-49.7% | $147,584-42.0% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 12.78% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,100 | $6,184-82.2% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $2,760 | $5,629-51.0% | $4,939-44.1% | $5,439-49.3% |
| Admin fee / account holder | $4,689 | $16,852-72.2% | $13,880-66.2% | $10,885-56.9% |