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 | $40,168 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 58.8% | 86.3%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 3409.48% | 188.75%+3220.7pp | 151.07%+3258.4pp | 302.83%+3106.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,127 | $5,954-64.3% | $5,202-59.1% | $5,982-64.4% |
| Admin fee / account holder | $1,044 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |