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 | $137,636 | $65,561+109.9% | $86,188+59.7% | $75,163+83.1% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.0%-21.3pp | 67.2%-19.6pp |
| Annual return | 14.87% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,694 | $3,024+22.2% | $3,985-7.3% | $4,125-10.4% |
| Admin fee / account holder | $13,791 | $5,474+151.9% | $6,852+101.3% | $5,651+144.0% |