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 | $209,589 | $126,574+65.6% | $106,213+97.3% | $145,922+43.6% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 14.40% | 224.79%-210.4pp | 116.14%-101.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $728 | $3,730-80.5% | $3,171-77.1% | $4,660-84.4% |
| Participant deferral / active EE | $4,132 | $5,724-27.8% | $5,016-17.6% | $6,688-38.2% |
| Admin fee / account holder | $41,181 | $17,304+138.0% | $11,033+273.2% | $13,397+207.4% |