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 | $56,304 | $180,449-68.8% | $154,107-63.5% | $135,375-58.4% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | 393.20% | 888.09%-494.9pp | 735.12%-341.9pp | 519.73%-126.5pp |
| Employer contribution / active EE | $458 | $6,035-92.4% | $5,298-91.4% | $4,779-90.4% |
| Participant deferral / active EE | $5,079 | $5,806-12.5% | $5,0810% | $5,609-9.4% |
| Admin fee / account holder | $10,342 | $16,143-35.9% | $13,411-22.9% | $10,827-4.5% |