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 | $101,954 | $150,440-32.2% | $136,294-25.2% | $147,584-30.9% |
| Participation rate | 52.6% | 84.4%-31.8pp | 81.9%-29.3pp | 82.8%-30.2pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,481 | $6,630-47.5% | $6,247-44.3% | $5,439-36.0% |
| Admin fee / account holder | $455 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |