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 | $179,568 | $99,020+81.3% | $86,590+107.4% | $147,584+21.7% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 17.27% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,797 | $3,972-54.8% | $3,609-50.2% | $5,439-67.0% |
| Admin fee / account holder | $6,575 | $5,710+15.1% | $4,906+34.0% | $10,885-39.6% |