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 | $126,831 | $198,466-36.1% | $170,442-25.6% | $147,584-14.1% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 20.52% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,294 | $6,184-79.1% | $5,433-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $2,694 | $5,629-52.2% | $4,939-45.5% | $5,439-50.5% |
| Admin fee / account holder | $4,496 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |