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 | $128,141 | $65,561+95.5% | $86,188+48.7% | $75,163+70.5% |
| Participation rate | 34.2% | 60.5%-26.3pp | 69.0%-34.7pp | 67.2%-33.0pp |
| Annual return | 21.27% | 46.05%-24.8pp | 1168.45%-1147.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,063 | $3,024-31.8% | $3,985-48.2% | $4,125-50.0% |
| Admin fee / account holder | $4,168 | $5,474-23.9% | $6,852-39.2% | $5,651-26.2% |