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 | $90,272 | $209,411-56.9% | $178,490-49.4% | $158,922-43.2% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 22.52% | 188.75%-166.2pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $733 | $5,706-87.2% | $5,011-85.4% | $4,761-84.6% |
| Participant deferral / active EE | $2,235 | $5,954-62.5% | $5,202-57.0% | $5,982-62.6% |
| Admin fee / account holder | $944 | $17,074-94.5% | $13,984-93.3% | $11,246-91.6% |