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 | $137,935 | $171,865-19.7% | $149,718-7.9% | $147,584-6.5% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 18.75% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $867 | $6,275-86.2% | $5,445-84.1% | $4,876-82.2% |
| Participant deferral / active EE | $3,505 | $7,271-51.8% | $6,569-46.6% | $5,439-35.6% |
| Admin fee / account holder | $16,664 | $13,799+20.8% | $11,283+47.7% | $10,885+53.1% |