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 | $154,157 | $105,998+45.4% | $92,233+67.1% | $147,584+4.5% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,036 | $4,478-32.2% | $3,897-22.1% | $5,439-44.2% |
| Admin fee / account holder | $3,231 | $6,332-49.0% | $5,194-37.8% | $10,885-70.3% |