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 | $157,173 | $105,998+48.3% | $92,233+70.4% | $147,584+6.5% |
| Participation rate | 23.5% | 80.4%-56.9pp | 76.5%-53.0pp | 82.8%-59.3pp |
| Annual return | 17.94% | 50.05%-32.1pp | 176.28%-158.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $435 | $4,333-90.0% | $3,679-88.2% | $4,876-91.1% |
| Participant deferral / active EE | $3,810 | $4,478-14.9% | $3,897-2.2% | $5,439-30.0% |
| Admin fee / account holder | $1,709 | $6,332-73.0% | $5,194-67.1% | $10,885-84.3% |