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 | $217,856 | $190,805+14.2% | $159,960+36.2% | $134,475+62.0% |
| Participation rate | 26.3% | 81.9%-55.6pp | 78.0%-51.6pp | 81.2%-54.9pp |
| Annual return | -14.20% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $344 | $4,995-93.1% | $4,226-91.9% | $4,740-92.7% |
| Participant deferral / active EE | $3,574 | $6,923-48.4% | $6,182-42.2% | $6,400-44.2% |
| Admin fee / account holder | $6,420 | $10,471-38.7% | $8,698-26.2% | $11,426-43.8% |