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 | $58,588 | $198,466-70.5% | $170,442-65.6% | $147,584-60.3% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 10.24% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $582 | $6,184-90.6% | $5,433-89.3% | $4,876-88.1% |
| Participant deferral / active EE | $3,079 | $5,629-45.3% | $4,939-37.7% | $5,439-43.4% |
| Admin fee / account holder | $385 | $16,852-97.7% | $13,880-97.2% | $10,885-96.5% |