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 | $91,831 | $171,865-46.6% | $149,718-38.7% | $147,584-37.8% |
| Participation rate | 61.9% | 88.2%-26.3pp | 87.1%-25.2pp | 82.8%-20.9pp |
| Annual return | 11.52% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $516 | $6,275-91.8% | $5,445-90.5% | $4,876-89.4% |
| Participant deferral / active EE | $5,779 | $7,271-20.5% | $6,569-12.0% | $5,439+6.3% |
| Admin fee / account holder | $17,171 | $13,799+24.4% | $11,283+52.2% | $10,885+57.7% |