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 | $37,729 | $202,318-81.4% | $172,739-78.2% | $152,861-75.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 25.59% | 1029.65%-1004.1pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,158 | $5,856-80.2% | $5,143-77.5% | $4,762-75.7% |
| Participant deferral / active EE | $5,367 | $5,948-9.8% | $5,198+3.2% | $5,850-8.3% |
| Admin fee / account holder | $3,225 | $17,109-81.1% | $13,954-76.9% | $11,596-72.2% |