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 | $24,622 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 11.83% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $743 | $5,256-85.9% | $4,695-84.2% | $4,876-84.8% |
| Participant deferral / active EE | $3,505 | $6,630-47.1% | $6,247-43.9% | $5,439-35.5% |
| Admin fee / account holder | $1,063 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |