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 | $119,973 | $171,865-30.2% | $149,718-19.9% | $147,584-18.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 14.04% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,288 | $6,275-79.5% | $5,445-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $3,267 | $7,271-55.1% | $6,569-50.3% | $5,439-39.9% |
| Admin fee / account holder | $957 | $13,799-93.1% | $11,283-91.5% | $10,885-91.2% |