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 | $125,712 | $65,561+91.7% | $86,188+45.9% | $75,163+67.3% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 16.54% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $333 | $1,553-78.5% | $2,380-86.0% | $2,670-87.5% |
| Participant deferral / active EE | $1,700 | $3,024-43.8% | $3,985-57.3% | $4,125-58.8% |
| Admin fee / account holder | $6,964 | $5,474+27.2% | $6,852+1.6% | $5,651+23.2% |