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 | $72,131 | $171,865-58.0% | $149,718-51.8% | $147,584-51.1% |
| Participation rate | 20.0% | 88.2%-68.2pp | 87.1%-67.1pp | 82.8%-62.8pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $640 | $6,275-89.8% | $5,445-88.2% | $4,876-86.9% |
| Participant deferral / active EE | $2,560 | $7,271-64.8% | $6,569-61.0% | $5,439-52.9% |
| Admin fee / account holder | $2,034 | $13,799-85.3% | $11,283-82.0% | $10,885-81.3% |