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 | $59,375 | $209,832-71.7% | $189,513-68.7% | $167,490-64.6% |
| Participation rate | 56.5% | 88.7%-32.1pp | 87.8%-31.3pp | 82.1%-25.6pp |
| Annual return | 15.34% | 748.27%-732.9pp | 555.15%-539.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,399 | $6,914-79.8% | $6,162-77.3% | $4,837-71.1% |
| Participant deferral / active EE | $3,975 | $8,935-55.5% | $8,221-51.7% | $6,341-37.3% |
| Admin fee / account holder | $9,409 | $14,293-34.2% | $12,045-21.9% | $12,309-23.6% |