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 | $135,642 | $159,901-15.2% | $146,958-7.7% | $145,922-7.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.66% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $985 | $5,286-81.4% | $4,933-80.0% | $4,660-78.9% |
| Participant deferral / active EE | $11,665 | $8,428+38.4% | $8,070+44.6% | $6,688+74.4% |
| Admin fee / account holder | $32,261 | $15,044+114.4% | $12,998+148.2% | $13,397+140.8% |