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 | $193,903 | $72,400+167.8% | $67,502+187.3% | $145,922+32.9% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 20.17% | 7182.46%-7162.3pp | 3512.12%-3492.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $328 | $3,069-89.3% | $2,731-88.0% | $4,660-93.0% |
| Participant deferral / active EE | $2,678 | $4,783-44.0% | $4,000-33.1% | $6,688-60.0% |
| Admin fee / account holder | $7,740 | $5,539+39.7% | $3,998+93.6% | $13,397-42.2% |