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 | $141,570 | $105,998+33.6% | $92,233+53.5% | $147,584-4.1% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | 10.65% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,490 | $4,478+0.3% | $3,897+15.2% | $5,439-17.4% |
| Admin fee / account holder | $8,330 | $6,332+31.5% | $5,194+60.4% | $10,885-23.5% |