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 | $110,049 | $112,096-1.8% | $95,952+14.7% | $158,922-30.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 10.76% | 171.09%-160.3pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $443 | $3,198-86.1% | $2,541-82.6% | $4,761-90.7% |
| Participant deferral / active EE | $2,293 | $4,784-52.1% | $4,167-45.0% | $5,982-61.7% |
| Admin fee / account holder | $2,199 | $10,130-78.3% | $6,795-67.6% | $11,246-80.4% |