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 | $208,420 | $144,119+44.6% | $117,854+76.8% | $147,584+41.2% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.7%-11.5pp | 82.8%-14.6pp |
| Annual return | 11.84% | 531.15%-519.3pp | 335.08%-323.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,917 | $5,316-63.9% | $4,482-57.2% | $5,439-64.8% |
| Admin fee / account holder | $64,782 | $10,886+495.1% | $8,020+707.8% | $10,885+495.1% |