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 | $88,813 | $171,865-48.3% | $149,718-40.7% | $147,584-39.8% |
| Participation rate | 57.9% | 88.2%-30.3pp | 87.1%-29.2pp | 82.8%-24.9pp |
| Annual return | 21.49% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,183 | $6,275-81.1% | $5,445-78.3% | $4,876-75.7% |
| Participant deferral / active EE | $2,969 | $7,271-59.2% | $6,569-54.8% | $5,439-45.4% |
| Admin fee / account holder | $9,330 | $13,799-32.4% | $11,283-17.3% | $10,885-14.3% |