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 9-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 | $49,999 | $202,318-75.3% | $172,739-71.1% | $152,861-67.3% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.4%-65.8pp |
| Annual return | 23.79% | 1029.65%-1005.9pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $848 | $5,856-85.5% | $5,143-83.5% | $4,762-82.2% |
| Participant deferral / active EE | $2,750 | $5,948-53.8% | $5,198-47.1% | $5,850-53.0% |
| Admin fee / account holder | $5,668 | $17,109-66.9% | $13,954-59.4% | $11,596-51.1% |