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 | $70,681 | $150,440-53.0% | $136,294-48.1% | $147,584-52.1% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 12.55% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $842 | $5,256-84.0% | $4,695-82.1% | $4,876-82.7% |
| Participant deferral / active EE | $8,420 | $6,630+27.0% | $6,247+34.8% | $5,439+54.8% |
| Admin fee / account holder | $28,219 | $10,905+158.8% | $9,243+205.3% | $10,885+159.2% |