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 | $43,791 | $183,963-76.2% | $162,163-73.0% | $152,861-71.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 14.11% | 150.76%-136.7pp | 115.59%-101.5pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,064 | $6,371-83.3% | $5,614-81.0% | $4,762-77.7% |
| Participant deferral / active EE | $12,237 | $8,034+52.3% | $7,298+67.7% | $5,850+109.2% |
| Admin fee / account holder | $21,087 | $13,121+60.7% | $10,843+94.5% | $11,596+81.8% |