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 | $224,886 | $138,044+62.9% | $125,339+79.4% | $134,475+67.2% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.46% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $221 | $5,243-95.8% | $4,814-95.4% | $4,740-95.3% |
| Participant deferral / active EE | $2,900 | $7,799-62.8% | $7,446-61.1% | $6,400-54.7% |
| Admin fee / account holder | $4,172 | $11,571-63.9% | $10,010-58.3% | $11,426-63.5% |