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 | $70,915 | $171,865-58.7% | $149,718-52.6% | $147,584-51.9% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 11.06% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,076 | $7,271+11.1% | $6,569+22.9% | $5,439+48.5% |
| Admin fee / account holder | $35,819 | $13,799+159.6% | $11,283+217.5% | $10,885+229.1% |