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 | $245,947 | $99,957+146.1% | $149,696+64.3% | $73,488+234.7% |
| Participation rate | 61.4% | 75.7%-14.3pp | 82.5%-21.1pp | 70.7%-9.3pp |
| Annual return | 17.93% | 53.87%-35.9pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,509 | $6,073+23.7% | $6,842+9.8% | $3,740+100.8% |
| Admin fee / account holder | $15,248 | $551+2668.8% | $9,309+63.8% | $513+2871.8% |