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 | $95,180 | $171,865-44.6% | $149,718-36.4% | $147,584-35.5% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 21.92% | 2113.22%-2091.3pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,201 | $6,275-80.9% | $5,445-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $5,766 | $7,271-20.7% | $6,569-12.2% | $5,439+6.0% |
| Admin fee / account holder | $604 | $13,799-95.6% | $11,283-94.7% | $10,885-94.5% |