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 | $54,511 | $150,440-63.8% | $136,294-60.0% | $147,584-63.1% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 13.99% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $854 | $5,256-83.7% | $4,695-81.8% | $4,876-82.5% |
| Participant deferral / active EE | $6,124 | $6,630-7.6% | $6,247-2.0% | $5,439+12.6% |
| Admin fee / account holder | $2,533 | $10,905-76.8% | $9,243-72.6% | $10,885-76.7% |