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 | $54,847 | $202,318-72.9% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 36.8% | 87.1%-50.2pp | 82.6%-45.8pp | 82.4%-45.6pp |
| Annual return | 67.48% | 1029.65%-962.2pp | 802.84%-735.4pp | 345.32%-277.8pp |
| Employer contribution / active EE | $532 | $5,856-90.9% | $5,143-89.7% | $4,762-88.8% |
| Participant deferral / active EE | $5,035 | $5,948-15.3% | $5,198-3.1% | $5,850-13.9% |
| Admin fee / account holder | $1,498 | $17,109-91.2% | $13,954-89.3% | $11,596-87.1% |