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 9-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 | $229,104 | $102,317+123.9% | $146,958+55.9% | $80,856+183.3% |
| Participation rate | 67.7% | 75.8%-8.1pp | 82.2%-14.4pp | 67.6%+0.1pp |
| Annual return | 16.46% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $740 | $3,713-80.1% | $4,933-85.0% | $2,755-73.2% |
| Participant deferral / active EE | $9,922 | $6,644+49.3% | $8,070+22.9% | $4,296+131.0% |
| Admin fee / account holder | $21,966 | $7,941+176.6% | $12,998+69.0% | $6,918+217.5% |