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 | $65,009 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.4%-21.3pp |
| Annual return | 27.59% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $814 | $5,856-86.1% | $5,143-84.2% | $4,762-82.9% |
| Participant deferral / active EE | $2,338 | $5,948-60.7% | $5,198-55.0% | $5,850-60.0% |
| Admin fee / account holder | $1,281 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |