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 | $48,503 | $150,440-67.8% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 52.6% | 84.4%-31.8pp | 81.9%-29.3pp | 82.8%-30.2pp |
| Annual return | 16.68% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $374 | $5,256-92.9% | $4,695-92.0% | $4,876-92.3% |
| Participant deferral / active EE | $2,118 | $6,630-68.0% | $6,247-66.1% | $5,439-61.0% |
| Admin fee / account holder | $681 | $10,905-93.8% | $9,243-92.6% | $10,885-93.7% |