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 | $123,206 | $150,440-18.1% | $136,294-9.6% | $147,584-16.5% |
| Participation rate | 22.2% | 84.4%-62.2pp | 81.9%-59.7pp | 82.8%-60.6pp |
| Annual return | 17.13% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $693 | $5,256-86.8% | $4,695-85.2% | $4,876-85.8% |
| Participant deferral / active EE | $3,039 | $6,630-54.2% | $6,247-51.4% | $5,439-44.1% |
| Admin fee / account holder | $1,982 | $10,905-81.8% | $9,243-78.6% | $10,885-81.8% |