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 | $143,520 | $209,411-31.5% | $178,490-19.6% | $158,922-9.7% |
| Participation rate | 43.5% | 86.3%-42.9pp | 81.9%-38.4pp | 82.0%-38.5pp |
| Annual return | 17.93% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,192 | $5,954-63.2% | $5,202-57.9% | $5,982-63.4% |
| Admin fee / account holder | $1,310 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |