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 | $241,665 | $101,499+138.1% | $147,005+64.4% | $74,546+224.2% |
| Participation rate | 19.6% | 75.5%-55.9pp | 82.2%-62.5pp | 67.2%-47.6pp |
| Annual return | 17.96% | 8732.34%-8714.4pp | 418.76%-400.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,613 | $7,304-50.5% | $8,070-55.2% | $4,347-16.9% |
| Admin fee / account holder | $1,969 | $1,748+12.7% | $13,006-84.9% | $1,944+1.3% |