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 | $177,767 | $138,044+28.8% | $125,339+41.8% | $134,475+32.2% |
| Participation rate | 17.6% | 84.5%-66.8pp | 82.4%-64.7pp | 81.2%-63.6pp |
| Annual return | -18.76% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $535 | $5,243-89.8% | $4,814-88.9% | $4,740-88.7% |
| Participant deferral / active EE | $4,956 | $7,799-36.5% | $7,446-33.5% | $6,400-22.6% |
| Admin fee / account holder | $782 | $11,571-93.2% | $10,010-92.2% | $11,426-93.2% |