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 | $159,247 | $138,044+15.4% | $125,339+27.1% | $134,475+18.4% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -10.89% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $954 | $5,243-81.8% | $4,814-80.2% | $4,740-79.9% |
| Participant deferral / active EE | $3,357 | $7,799-57.0% | $7,446-54.9% | $6,400-47.5% |
| Admin fee / account holder | $2,765 | $11,571-76.1% | $10,010-72.4% | $11,426-75.8% |