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 | $24,617 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 45.0% | 84.4%-39.4pp | 81.9%-36.9pp | 82.8%-37.8pp |
| Annual return | 11.18% | 1049.08%-1037.9pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $237 | $5,256-95.5% | $4,695-95.0% | $4,876-95.1% |
| Participant deferral / active EE | $3,599 | $6,630-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $15,094 | $10,905+38.4% | $9,243+63.3% | $10,885+38.7% |