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 | $118,320 | $202,318-41.5% | $172,739-31.5% | $152,861-22.6% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.4%-69.9pp |
| Annual return | 20.62% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $167 | $5,856-97.1% | $5,143-96.7% | $4,762-96.5% |
| Participant deferral / active EE | $3,409 | $5,948-42.7% | $5,198-34.4% | $5,850-41.7% |
| Admin fee / account holder | $7,475 | $17,109-56.3% | $13,954-46.4% | $11,596-35.5% |