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 | $62,914 | $209,832-70.0% | $189,513-66.8% | $167,490-62.4% |
| Participation rate | 53.8% | 88.7%-34.8pp | 87.8%-34.0pp | 82.1%-28.3pp |
| Annual return | 15.75% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,271 | $6,914-81.6% | $6,162-79.4% | $4,837-73.7% |
| Participant deferral / active EE | $4,554 | $8,935-49.0% | $8,221-44.6% | $6,341-28.2% |
| Admin fee / account holder | $33,710 | $14,293+135.8% | $12,045+179.9% | $12,309+173.9% |