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 | $45,805 | $180,449-74.6% | $154,107-70.3% | $135,375-66.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 1.99% | 888.09%-886.1pp | 735.12%-733.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $1,003 | $6,035-83.4% | $5,298-81.1% | $4,779-79.0% |
| Participant deferral / active EE | $3,914 | $5,806-32.6% | $5,081-23.0% | $5,609-30.2% |
| Admin fee / account holder | $3,041 | $16,143-81.2% | $13,411-77.3% | $10,827-71.9% |