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 | $186,218 | $109,817+69.6% | $98,442+89.2% | $167,490+11.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 23.55% | 1956.69%-1933.1pp | 1492.73%-1469.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $43 | $3,224-98.7% | $2,960-98.5% | $4,837-99.1% |
| Participant deferral / active EE | $7,593 | $4,673+62.5% | $4,276+77.6% | $6,341+19.7% |
| Admin fee / account holder | $1,502 | $6,753-77.8% | $5,949-74.8% | $12,309-87.8% |