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 | $82,592 | $198,466-58.4% | $170,442-51.5% | $147,584-44.0% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 21.06% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $622 | $6,184-89.9% | $5,433-88.6% | $4,876-87.3% |
| Participant deferral / active EE | $6,033 | $5,629+7.2% | $4,939+22.1% | $5,439+10.9% |
| Admin fee / account holder | $5,470 | $16,852-67.5% | $13,880-60.6% | $10,885-49.7% |