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 | $78,548 | $165,335-52.5% | $149,696-47.5% | $158,922-50.6% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 12.52% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,035 | $7,181+53.7% | $6,842+61.3% | $5,982+84.5% |
| Admin fee / account holder | $10,833 | $10,807+0.2% | $9,309+16.4% | $11,246-3.7% |