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 | $78,992 | $150,440-47.5% | $136,294-42.0% | $147,584-46.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.40% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $829 | $5,256-84.2% | $4,695-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $2,826 | $6,630-57.4% | $6,247-54.8% | $5,439-48.0% |
| Admin fee / account holder | $770 | $10,905-92.9% | $9,243-91.7% | $10,885-92.9% |