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 | $88,083 | $171,865-48.7% | $149,718-41.2% | $147,584-40.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 71.53% | 2113.22%-2041.7pp | 1501.63%-1430.1pp | 578.55%-507.0pp |
| Employer contribution / active EE | $1,077 | $6,275-82.8% | $5,445-80.2% | $4,876-77.9% |
| Participant deferral / active EE | $3,170 | $7,271-56.4% | $6,569-51.7% | $5,439-41.7% |
| Admin fee / account holder | $425 | $13,799-96.9% | $11,283-96.2% | $10,885-96.1% |