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 | $235,440 | $175,202+34.4% | $149,673+57.3% | $139,434+68.9% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 52.04% | 166.71%-114.7pp | 134.42%-82.4pp | 372.94%-320.9pp |
| Employer contribution / active EE | $864 | $5,474-84.2% | $4,818-82.1% | $4,751-81.8% |
| Participant deferral / active EE | $5,029 | $6,519-22.9% | $5,680-11.5% | $6,710-25.1% |
| Admin fee / account holder | $59,813 | $16,150+270.4% | $13,210+352.8% | $11,403+424.6% |