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 | $146,369 | $58,927+148.4% | $76,817+90.5% | $72,985+100.5% |
| Participation rate | 29.6% | 67.3%-37.7pp | 72.1%-42.5pp | 69.5%-39.9pp |
| Annual return | 24.74% | 2305.64%-2280.9pp | 1166.11%-1141.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,548 | $2,690-42.5% | $3,336-53.6% | $3,607-57.1% |
| Admin fee / account holder | $4,546 | $4,013+13.3% | $6,420-29.2% | $5,124-11.3% |