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 | $241,555 | $102,317+136.1% | $146,958+64.4% | $80,856+198.7% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.2%-20.3pp | 67.6%-5.7pp |
| Annual return | 13.08% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $415 | $3,713-88.8% | $4,933-91.6% | $2,755-84.9% |
| Participant deferral / active EE | $11,672 | $6,644+75.7% | $8,070+44.6% | $4,296+171.7% |
| Admin fee / account holder | $21,562 | $7,941+171.5% | $12,998+65.9% | $6,918+211.7% |