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 | $234,897 | $124,319+88.9% | $111,297+111.1% | $167,490+40.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 24.92% | 37.44%-12.5pp | 54.65%-29.7pp | 478.56%-453.6pp |
| Employer contribution / active EE | $238 | $3,435-93.1% | $2,731-91.3% | $4,837-95.1% |
| Participant deferral / active EE | $5,259 | $5,180+1.5% | $4,487+17.2% | $6,341-17.1% |
| Admin fee / account holder | $155,680 | $10,618+1366.2% | $7,964+1854.9% | $12,309+1164.8% |