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 9-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 | $66,388 | $202,318-67.2% | $172,739-61.6% | $152,861-56.6% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.4%-19.3pp |
| Annual return | 21.23% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $231 | $5,856-96.1% | $5,143-95.5% | $4,762-95.1% |
| Participant deferral / active EE | $2,429 | $5,948-59.2% | $5,198-53.3% | $5,850-58.5% |
| Admin fee / account holder | $2,858 | $17,109-83.3% | $13,954-79.5% | $11,596-75.4% |