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 | $127,887 | $171,865-25.6% | $149,718-14.6% | $147,584-13.3% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 21.47% | 2113.22%-2091.7pp | 1501.63%-1480.2pp | 578.55%-557.1pp |
| Employer contribution / active EE | $644 | $6,275-89.7% | $5,445-88.2% | $4,876-86.8% |
| Participant deferral / active EE | $3,749 | $7,271-48.4% | $6,569-42.9% | $5,439-31.1% |
| Admin fee / account holder | $12,729 | $13,799-7.8% | $11,283+12.8% | $10,885+16.9% |