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 | $219,378 | $210,648+4.1% | $177,989+23.3% | $145,922+50.3% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 13.06% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,947 | $6,958-28.9% | $6,276-21.2% | $6,688-26.0% |
| Admin fee / account holder | $123,850 | $12,013+931.0% | $10,363+1095.1% | $13,397+824.5% |