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 | $170,275 | $105,998+60.6% | $92,233+84.6% | $147,584+15.4% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 17.00% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $521 | $4,333-88.0% | $3,679-85.8% | $4,876-89.3% |
| Participant deferral / active EE | $3,808 | $4,478-15.0% | $3,897-2.3% | $5,439-30.0% |
| Admin fee / account holder | $1,960 | $6,332-69.0% | $5,194-62.3% | $10,885-82.0% |