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 | $161,355 | $80,724+99.9% | $103,333+56.1% | $74,495+116.6% |
| Participation rate | 36.8% | 65.7%-28.9pp | 74.5%-37.7pp | 67.2%-30.4pp |
| Annual return | 13.88% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,248 | $3,860-41.8% | $5,057-55.6% | $4,346-48.3% |
| Admin fee / account holder | $8,542 | $2,368+260.7% | $8,355+2.2% | $1,942+339.9% |