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 | $125,065 | $183,963-32.0% | $162,163-22.9% | $152,861-18.2% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.4%-18.8pp |
| Annual return | 14.16% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.2pp |
| Employer contribution / active EE | $925 | $6,371-85.5% | $5,614-83.5% | $4,762-80.6% |
| Participant deferral / active EE | $5,116 | $8,034-36.3% | $7,298-29.9% | $5,850-12.6% |
| Admin fee / account holder | $2,295 | $13,121-82.5% | $10,843-78.8% | $11,596-80.2% |