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 | $91,628 | $165,984-44.8% | $164,813-44.4% | $145,922-37.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 10.65% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,058 | $5,273-79.9% | $4,341-75.6% | $4,660-77.3% |
| Participant deferral / active EE | $2,681 | $6,959-61.5% | $6,031-55.5% | $6,688-59.9% |
| Admin fee / account holder | $9,866 | $16,648-40.7% | $12,690-22.3% | $13,397-26.4% |