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 | $78,669 | $202,318-61.1% | $172,739-54.5% | $152,861-48.5% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 23.56% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $881 | $5,856-85.0% | $5,143-82.9% | $4,762-81.5% |
| Participant deferral / active EE | $3,190 | $5,948-46.4% | $5,198-38.6% | $5,850-45.5% |
| Admin fee / account holder | $640 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |