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 | $93,692 | $202,318-53.7% | $172,739-45.8% | $152,861-38.7% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.4%-51.7pp |
| Annual return | 15.63% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $663 | $5,856-88.7% | $5,143-87.1% | $4,762-86.1% |
| Participant deferral / active EE | $2,892 | $5,948-51.4% | $5,198-44.4% | $5,850-50.6% |
| Admin fee / account holder | $46,897 | $17,109+174.1% | $13,954+236.1% | $11,596+304.4% |