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 | $97,146 | $171,865-43.5% | $149,718-35.1% | $147,584-34.2% |
| Participation rate | 52.4% | 88.2%-35.8pp | 87.1%-34.7pp | 82.8%-30.4pp |
| Annual return | 15.24% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $777 | $6,275-87.6% | $5,445-85.7% | $4,876-84.1% |
| Participant deferral / active EE | $4,377 | $7,271-39.8% | $6,569-33.4% | $5,439-19.5% |
| Admin fee / account holder | $49,845 | $13,799+261.2% | $11,283+341.8% | $10,885+357.9% |