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 5-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 | $106,930 | $107,334-0.4% | $92,893+15.1% | $152,861-30.0% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 350.69% | 145.58%+205.1pp | 109.41%+241.3pp | 345.32%+5.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,866 | $4,845-20.2% | $4,236-8.7% | $5,850-33.9% |
| Admin fee / account holder | $587 | $7,079-91.7% | $5,794-89.9% | $11,596-94.9% |