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 | $220,851 | $102,966+114.5% | $90,281+144.6% | $152,861+44.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 25.50% | 95.16%-69.7pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $92 | $3,139-97.1% | $2,854-96.8% | $4,762-98.1% |
| Participant deferral / active EE | $1,965 | $4,281-54.1% | $3,885-49.4% | $5,850-66.4% |
| Admin fee / account holder | $10,397 | $6,171+68.5% | $5,351+94.3% | $11,596-10.3% |