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 | $95,361 | $175,202-45.6% | $149,673-36.3% | $139,434-31.6% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 25.41% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $912 | $5,474-83.3% | $4,818-81.1% | $4,751-80.8% |
| Participant deferral / active EE | $2,468 | $6,519-62.1% | $5,680-56.5% | $6,710-63.2% |
| Admin fee / account holder | $2,493 | $16,150-84.6% | $13,210-81.1% | $11,403-78.1% |