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 | $104,368 | $171,865-39.3% | $149,718-30.3% | $147,584-29.3% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 21.53% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,302 | $6,275-79.3% | $5,445-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $3,289 | $7,271-54.8% | $6,569-49.9% | $5,439-39.5% |
| Admin fee / account holder | $7,075 | $13,799-48.7% | $11,283-37.3% | $10,885-35.0% |