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 | $222,026 | $83,902+164.6% | $167,512+32.5% | $84,808+161.8% |
| Participation rate | 28.6% | 66.5%-37.9pp | 77.1%-48.5pp | 68.3%-39.7pp |
| Annual return | 16.44% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $242 | $2,264-89.3% | $3,882-93.8% | $2,631-90.8% |
| Participant deferral / active EE | $2,078 | $4,442-53.2% | $6,405-67.6% | $4,212-50.7% |
| Admin fee / account holder | $5,972 | $7,915-24.6% | $9,769-38.9% | $7,344-18.7% |