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 | $124,207 | $202,318-38.6% | $172,739-28.1% | $152,861-18.7% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.4%-68.2pp |
| Annual return | 16.03% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $857 | $5,856-85.4% | $5,143-83.3% | $4,762-82.0% |
| Participant deferral / active EE | $3,429 | $5,948-42.4% | $5,198-34.0% | $5,850-41.4% |
| Admin fee / account holder | $1,385 | $17,109-91.9% | $13,954-90.1% | $11,596-88.1% |