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 9-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 | $74,833 | $150,440-50.3% | $136,294-45.1% | $147,584-49.3% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 14.69% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $457 | $5,256-91.3% | $4,695-90.3% | $4,876-90.6% |
| Participant deferral / active EE | $2,571 | $6,630-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $1,119 | $10,905-89.7% | $9,243-87.9% | $10,885-89.7% |