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 | $127,208 | $65,409+94.5% | $98,442+29.2% | $85,850+48.2% |
| Participation rate | 56.3% | 65.0%-8.7pp | 73.3%-17.1pp | 69.3%-13.1pp |
| Annual return | 18.69% | 21.76%-3.1pp | 1492.73%-1474.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,431 | $3,166+39.9% | $4,276+3.6% | $3,952+12.1% |
| Admin fee / account holder | $774 | $4,593-83.1% | $5,949-87.0% | $6,260-87.6% |