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 | $97,919 | $171,865-43.0% | $149,718-34.6% | $147,584-33.7% |
| Participation rate | 53.3% | 88.2%-34.9pp | 87.1%-33.7pp | 82.8%-29.5pp |
| Annual return | 18.40% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,668 | $7,271-22.0% | $6,569-13.7% | $5,439+4.2% |
| Admin fee / account holder | $16,525 | $13,799+19.8% | $11,283+46.5% | $10,885+51.8% |