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 | $191,739 | $160,055+19.8% | $140,016+36.9% | $135,375+41.6% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -7.33% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $730 | $6,420-88.6% | $5,606-87.0% | $4,779-84.7% |
| Participant deferral / active EE | $9,689 | $7,642+26.8% | $6,927+39.9% | $5,609+72.7% |
| Admin fee / account holder | $585 | $13,328-95.6% | $10,705-94.5% | $10,827-94.6% |