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 | $117,041 | $197,591-40.8% | $177,821-34.2% | $158,922-26.4% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.7%-18.2pp | 82.0%-12.4pp |
| Annual return | 13.17% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $945 | $6,697-85.9% | $5,918-84.0% | $4,761-80.1% |
| Participant deferral / active EE | $6,409 | $8,405-23.7% | $7,714-16.9% | $5,982+7.1% |
| Admin fee / account holder | $19,442 | $15,399+26.3% | $12,427+56.4% | $11,246+72.9% |