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 | $56,077 | $150,440-62.7% | $136,294-58.9% | $147,584-62.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.57% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $833 | $5,256-84.1% | $4,695-82.3% | $4,876-82.9% |
| Participant deferral / active EE | $9,083 | $6,630+37.0% | $6,247+45.4% | $5,439+67.0% |
| Admin fee / account holder | $1,839 | $10,905-83.1% | $9,243-80.1% | $10,885-83.1% |