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 | $65,510 | $144,119-54.5% | $117,854-44.4% | $147,584-55.6% |
| Participation rate | 60.9% | 83.4%-22.5pp | 79.7%-18.8pp | 82.8%-22.0pp |
| Annual return | 11.01% | 531.15%-520.1pp | 335.08%-324.1pp | 578.55%-567.5pp |
| Employer contribution / active EE | $483 | $4,896-90.1% | $3,786-87.2% | $4,876-90.1% |
| Participant deferral / active EE | $1,944 | $5,316-63.4% | $4,482-56.6% | $5,439-64.3% |
| Admin fee / account holder | $4,764 | $10,886-56.2% | $8,020-40.6% | $10,885-56.2% |