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 | $34,792 | $198,466-82.5% | $170,442-79.6% | $147,584-76.4% |
| Participation rate | 65.2% | 88.0%-22.8pp | 83.6%-18.4pp | 82.8%-17.6pp |
| Annual return | 10.85% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $893 | $6,184-85.6% | $5,433-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $2,227 | $5,629-60.4% | $4,939-54.9% | $5,439-59.1% |
| Admin fee / account holder | $6,391 | $16,852-62.1% | $13,880-54.0% | $10,885-41.3% |