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 | $51,454 | $209,411-75.4% | $178,490-71.2% | $158,922-67.6% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 10.51% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,020 | $5,706-82.1% | $5,011-79.6% | $4,761-78.6% |
| Participant deferral / active EE | $4,626 | $5,954-22.3% | $5,202-11.1% | $5,982-22.7% |
| Admin fee / account holder | $7,613 | $17,074-55.4% | $13,984-45.6% | $11,246-32.3% |