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 | $97,400 | $209,832-53.6% | $189,513-48.6% | $167,490-41.8% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 10.02% | 748.27%-738.3pp | 555.15%-545.1pp | 478.56%-468.5pp |
| Employer contribution / active EE | $952 | $6,914-86.2% | $6,162-84.6% | $4,837-80.3% |
| Participant deferral / active EE | $4,141 | $8,935-53.7% | $8,221-49.6% | $6,341-34.7% |
| Admin fee / account holder | $13,251 | $14,293-7.3% | $12,045+10.0% | $12,309+7.6% |