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 | $164,912 | $65,365+152.3% | $92,893+77.5% | $72,985+126.0% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 128.02% | 42.10%+85.9pp | 109.41%+18.6pp | 81.00%+47.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,887 | $3,128+24.3% | $4,236-8.2% | $3,607+7.8% |
| Admin fee / account holder | $5,774 | $4,251+35.8% | $5,794-0.3% | $5,124+12.7% |