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 | $101,317+138.5% | $146,958+64.4% | $74,495+224.4% |
| Participation rate | 19.6% | 75.5%-55.9pp | 82.2%-62.5pp | 67.2%-47.6pp |
| Annual return | 17.96% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,613 | $7,303-50.5% | $8,070-55.2% | $4,346-16.9% |
| Admin fee / account holder | $1,969 | $1,739+13.2% | $12,998-84.8% | $1,942+1.4% |