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 | $70,515 | $96,305-26.8% | $80,569-12.5% | $139,434-49.4% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 16.73% | 1350.08%-1333.4pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $233 | $3,262-92.9% | $2,723-91.4% | $4,751-95.1% |
| Participant deferral / active EE | $1,061 | $5,232-79.7% | $4,447-76.1% | $6,710-84.2% |
| Admin fee / account holder | $547 | $6,599-91.7% | $5,377-89.8% | $11,403-95.2% |