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 | $69,018 | $185,822-62.9% | $169,993-59.4% | $139,434-50.5% |
| Participation rate | 14.3% | 87.8%-73.5pp | 87.0%-72.7pp | 80.3%-66.0pp |
| Annual return | 139.66% | 60.50%+79.2pp | 53.37%+86.3pp | 372.94%-233.3pp |
| Employer contribution / active EE | $1,109 | $7,590-85.4% | $6,785-83.7% | $4,751-76.7% |
| Participant deferral / active EE | $4,422 | $11,622-62.0% | $10,408-57.5% | $6,710-34.1% |
| Admin fee / account holder | $740 | $15,381-95.2% | $12,815-94.2% | $11,403-93.5% |