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 | $119,762 | $232,540-48.5% | $185,117-35.3% | $147,584-18.9% |
| Participation rate | 64.7% | 82.4%-17.6pp | 77.3%-12.6pp | 82.8%-18.1pp |
| Annual return | 16.44% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,471 | $5,834-6.2% | $5,045+8.4% | $5,439+0.6% |
| Admin fee / account holder | $898 | $10,275-91.3% | $8,159-89.0% | $10,885-91.8% |