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 | $67,625 | $150,440-55.0% | $136,294-50.4% | $147,584-54.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.39% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $757 | $5,256-85.6% | $4,695-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $5,790 | $6,630-12.7% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $6,656 | $10,905-39.0% | $9,243-28.0% | $10,885-38.9% |