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 | $75,639 | $150,440-49.7% | $136,294-44.5% | $147,584-48.7% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.70% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $411 | $5,256-92.2% | $4,695-91.2% | $4,876-91.6% |
| Participant deferral / active EE | $10,795 | $6,630+62.8% | $6,247+72.8% | $5,439+98.5% |
| Admin fee / account holder | $772 | $10,905-92.9% | $9,243-91.6% | $10,885-92.9% |