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 | $114,167 | $55,415+106.0% | $155,509-26.6% | $74,495+53.3% |
| Participation rate | 45.5% | 61.9%-16.4pp | 78.2%-32.7pp | 67.2%-21.7pp |
| Annual return | 19.41% | 268.50%-249.1pp | 64.67%-45.3pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,895 | $2,836+213.6% | $5,626+58.1% | $4,346+104.7% |
| Admin fee / account holder | $9,988 | $1,738+474.6% | $15,912-37.2% | $1,942+414.4% |