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 | $157,593 | $70,756+122.7% | $65,493+140.6% | $142,382+10.7% |
| Participation rate | 16.7% | 77.4%-60.7pp | 73.1%-56.4pp | 80.1%-63.5pp |
| Annual return | 12.79% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,492 | $4,637-67.8% | $3,961-62.3% | $6,507-77.1% |
| Admin fee / account holder | $1,347 | $6,559-79.5% | $5,028-73.2% | $12,624-89.3% |