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 | $55,963 | $198,466-71.8% | $170,442-67.2% | $147,584-62.1% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 16.24% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $456 | $6,184-92.6% | $5,433-91.6% | $4,876-90.7% |
| Participant deferral / active EE | $2,946 | $5,629-47.7% | $4,939-40.4% | $5,439-45.8% |
| Admin fee / account holder | $1,547 | $16,852-90.8% | $13,880-88.9% | $10,885-85.8% |