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 | $151,104 | $102,604+47.3% | $86,188+75.3% | $139,434+8.4% |
| Participation rate | 52.6% | 74.5%-21.9pp | 69.0%-16.3pp | 80.3%-27.7pp |
| Annual return | 19.36% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $514 | $3,032-83.1% | $2,380-78.4% | $4,751-89.2% |
| Participant deferral / active EE | $4,069 | $4,676-13.0% | $3,985+2.1% | $6,710-39.4% |
| Admin fee / account holder | $5,593 | $8,657-35.4% | $6,852-18.4% | $11,403-50.9% |