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 | $94,312 | $202,318-53.4% | $172,739-45.4% | $152,861-38.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 22.24% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $939 | $5,856-84.0% | $5,143-81.7% | $4,762-80.3% |
| Participant deferral / active EE | $5,835 | $5,948-1.9% | $5,198+12.3% | $5,850-0.3% |
| Admin fee / account holder | $26,053 | $17,109+52.3% | $13,954+86.7% | $11,596+124.7% |