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 | $104,246 | $198,466-47.5% | $170,442-38.8% | $147,584-29.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 23.32% | 257.29%-234.0pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $885 | $6,184-85.7% | $5,433-83.7% | $4,876-81.8% |
| Participant deferral / active EE | $6,902 | $5,629+22.6% | $4,939+39.7% | $5,439+26.9% |
| Admin fee / account holder | $29,954 | $16,852+77.8% | $13,880+115.8% | $10,885+175.2% |