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 | $246,857 | $138,044+78.8% | $125,339+97.0% | $134,475+83.6% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -16.36% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,150 | $7,799-8.3% | $7,446-4.0% | $6,400+11.7% |
| Admin fee / account holder | $1,785 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |