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 | $164,107 | $83,902+95.6% | $167,512-2.0% | $84,808+93.5% |
| Participation rate | 63.9% | 66.5%-2.6pp | 77.1%-13.2pp | 68.3%-4.4pp |
| Annual return | 17.59% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,990 | $4,442+12.3% | $6,405-22.1% | $4,212+18.5% |
| Admin fee / account holder | $29,492 | $7,915+272.6% | $9,769+201.9% | $7,344+301.6% |