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 | $103,590 | $180,449-42.6% | $154,107-32.8% | $135,375-23.5% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -1.25% | 888.09%-889.3pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $560 | $6,035-90.7% | $5,298-89.4% | $4,779-88.3% |
| Participant deferral / active EE | $5,438 | $5,806-6.3% | $5,081+7.0% | $5,609-3.0% |
| Admin fee / account holder | $2,796 | $16,143-82.7% | $13,411-79.2% | $10,827-74.2% |