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 | $193,061 | $150,440+28.3% | $136,294+41.7% | $147,584+30.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 14.63% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $779 | $5,256-85.2% | $4,695-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $5,256 | $6,630-20.7% | $6,247-15.9% | $5,439-3.4% |
| Admin fee / account holder | $15,162 | $10,905+39.0% | $9,243+64.0% | $10,885+39.3% |