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 | $81,199 | $209,411-61.2% | $178,490-54.5% | $158,922-48.9% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 10.68% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $415 | $5,706-92.7% | $5,011-91.7% | $4,761-91.3% |
| Participant deferral / active EE | $2,078 | $5,954-65.1% | $5,202-60.0% | $5,982-65.3% |
| Admin fee / account holder | $341 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |