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 | $50,160 | $198,466-74.7% | $170,442-70.6% | $147,584-66.0% |
| Participation rate | 65.2% | 88.0%-22.8pp | 83.6%-18.4pp | 82.8%-17.6pp |
| Annual return | 37.25% | 257.29%-220.0pp | 205.93%-168.7pp | 578.55%-541.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,120 | $5,629-62.3% | $4,939-57.1% | $5,439-61.0% |
| Admin fee / account holder | $5,141 | $16,852-69.5% | $13,880-63.0% | $10,885-52.8% |